My Team

Monica Eckberg and her team are dedicated to collaboration and excellence both personally and professionally.  Every member of Eckberg Wealth Management holds unique talents to serve each client throughout all moments of their lives.

Our team specializes in creating a holistic financial plan while taking into consideration tax efficiency, asset performance and diversification. 

It is our philosophy that the best economic strategies come from a true understanding of what’s most important to you, while aligning with the values you honor most.   

It is our passion to devote ourselves to supporting and encouraging you, with sound and careful advice, as you realize your many aspirations.  We partner with you, so you can ‘live life fully.’

 
Margaret P Ovikian

Margaret P Ovikian

Marketing/Client Relations Manager
Office 952-806-9633

Margaret believes that each appointment is an opportunity to make a difference.  She works diligently to coordinate calendars effortlessly.  Margaret knows how to guide all clients to the best team member required for any service or planning need.  Additionally, she focuses on getting the message out of who we are and what we do at Eckberg Wealth Management, so we can impact as many people as possible in achieving financial security.

Margaret enjoys mountain biking, styling home interiors and creating healthy food combinations.

 
Kirsten M Gillen

Kirsten M Gillen

Associate Wealth Management Advisor

Working closely with Monica, Kirsten manages each individual plan accordingly.  She partners with each client to help advance them towards their goals.  Kirsten communicates our solutions and ideas so every financial choice remains relevant to the current economic and tax climate.

Kirsten enjoys performing theatrically, practicing yoga and playing volleyball.

 
Katie L Krause

Katie L Krause

Director of Operations
Office 952-806-9676

Katie onboards cases with exceptional precision.  She knows that confidence is achieved and maintained through a smooth process and continuous communication.  She coordinates risk product underwriting, establishes investment accounts and honors service requests.

Katie enjoys volunteering, listening to country music and preparing home-cooked meals.

 

 
Samuel S Rutherford

Samuel S Rutherford

Investment Assistant
Office 612-758-7659

Sam focuses on analyzing client investment portfolios for risk and proper allocation.  He ensures the holdings are aligned with their goals and objectives.

Sam enjoys the energy of downtown Minneapolis and competing in bowling tournaments.

 
Samantha K D Herrick

Samantha K D Herrick

Financial Planning Specialist
Office 612-758-7669
 
Molly E Johnson

Molly E Johnson

Administrative Assistant

Molly helps the team with many of our processes.  She works closely with operations to facilitate record retention and post meeting documentation.  She assists in accelerating workflow and supporting marketing projects. 

Molly enjoys reading a good book, crocheting and drawing.

 

Monica S. Eckberg, CLU®, ChFC®
Wealth Management Advisor


Eckberg Wealth Management

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck