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, enjoy disc golfing, 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. Naomi has ten wonderful nieces and nephews and loves when everyone gets together for some rambunctious family fun.
We offer a complimentary "Get Acquainted" meeting with one of our financial advisors to learn about your situation and see if our services are right for you.