Naomi J. Rogness, FPQP®

Client Service Associate

Education

B.S., Business Administration, University of Northwestern–St. Paul

Professional Credentials

Financial Paraplanner Qualified Professional (FPQP®)

 

Naomi Rogness is a client service associate at Allodium Investment Consultants. She works with the investment consultants to review and reconcile daily transactions, prepare financial documents, schedule meetings and process paperwork for clients. She enjoys helping people achieve their goals.

Naomi joined Allodium in 2019. She previously worked in higher education at the University of Northwestern in St. Paul. She graduated with a Bachelor of Science in Business Administration and has also earned the Financial Paraplanner Qualified Professional (FPQP®) designation sponsored by the College for Financial Planning.

Naomi and her husband, Carter, were married in June 2022. Together, they enjoy disc golfing, fishing, and spending time with their two cats. Naomi has eight wonderful nieces and nephews and loves to babysit them whenever she can.

 

 

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