Mary Jo Kohman

Mary Jo Kohman, CFP®, BFA™, ChFC®, CMFC™, APMA™

Financial Advisor | Chief Operating Officer of Elite Advisors Collective

Mary Jo Kohman is a CERTIFIED FINANCIAL PLANNER^® and the Chief Operating Officer of Elite Advisors Collective, with over 33 years of financial advisory experience. At Elite Advisors Collective, we want to help you increase your confidence, purpose and success with your financial future. Our purpose is to position you to make better, more informed financial decisions by combining comprehensive financial planning and a disciplined approach to investment management.

Mary Jo is a single mom and enjoys spending time with her son, Mitchell, and her daughter, Mikaylee. They love spending time at their cabin in Northern Minnesota, enjoying bonfires, being on the water fishing, and boating. They value time spent with family and close friends, as well as walking their two dogs, Bella (Red Lab) and Sky (Husky).

Areas of focus

Women’s Financial Strategies
Executive Compensation and Benefit Strategies
Retirement Planning Strategies
Wealth Preservation Strategies
Estate Planning Strategies
Intergenerational Planning

Qualifications

CFP® – CERTIFIED FINANCIAL PLANNER™
BFA™ – Behavioral Financial Advisor™
ChFC® – Chartered Financial Consultant®
CMFC™ – Chartered Mutual Fund Counselor™
APMA™ – Accredited Portfolio Management Advisor™

Education

Bachelor of Science, Finance | St. Cloud State University, St. Cloud, MN

Previous experience

Vice President, Business Program Management, Ameriprise Financial Services, Inc., 2019 – 2020
Vice President, National Accounts, Columbia Management, 2010 – 2019
Vice President – Sales Consulting, RiverSource Insurance Company, 1996 – 2010

Community Participation

St. Michael Catholic Church as Liturgical Minister and Eucharistic Minister
Feed My Starving Children
The Sheridan Story
Imara International
Bolder Options

Interests

I am a single mom and enjoy spending time with my son, Mitchell, and my daughter, Mikaylee. We love spending time at our cabin in Northern Minnesota, enjoying bonfires, being on the water fishing, and boating. We value our time spent with family and close friends, as well as walking our two dogs ,Bella (Red Lab) and Sky (Husky).

My hobbies include: bargain hunting, shopping, attending concerts, boating, fishing, going to the movies, trying new restaurants, attending sporting events, reading and volunteer work.