Naomi J. Rogness, FPQP®

Client Service Associate & Portfolio Administrator

Education

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

Professional Credentials

Financial Paraplanner Qualified Professional (FPQP®)

 

Naomi Rogness is a client service associate and portfolio administrator at Allodium Investment Consultants. She specializes in portfolio administration by assisting the investment consultants with asset allocation rebalancing. She also reviews and reconciles daily transactions, prepares financial documents, schedules meetings and processes paperwork for clients.

Naomi initially joined Allodium in 2019. She has experience working in admissions for higher education and 401(k) plan administration. 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, enjoy disc golfing, kayaking, fishing, and spending time with their two cats at home in Albert Lea, Minnesota. In between tending a flock of chickens and a growing vegetable garden, Naomi can be found doing jigsaw puzzles, playing video games, or reading a good book. She has eleven wonderful nieces and nephews and loves when her whole family can get together.

 

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