Danica Goshert

Danica Goshert

Senior vice president/private wealth manager, Integrated Equity Management

Description

Danica Goshert has 30 years of financial services experience. She helps clients make informed choices at Bloomington-based Integrated Equity Management; in addition to comprehensive financial planning and wealth management services, she helps individuals facing major life transitions, leading with empathy deepened by personal tragedy when she was unexpectedly widowed. In the face of economic uncertainty in the financial sphere over the last 12-18 months, Goshert found herself in a crucial position to guide her clients through turbulent waters. She worked closely with clients to reevaluate their financial goals, adjusting investment strategies to withstand the challenging climate. Goshert sits on the board of the University of Minnesota’s Minnesota Council on Economic Education.