Tanya Mayhew is a Registered Assistant with SagePoint Financial, Inc. She grew up in East Bethel, MN and graduated from Forest Lake High School in Forest Lake, MN. Tanya holds a Bachelors Degree from Mankato State University. Tanya had seven years of experience in financial services prior to joining the firm in 2004.
In Tanya’s role as Registered Assistant, she is responsible for the day-to-day coordination of processes on client accounts with and is key in making sure all aspects of the plan gets executed as agreed upon. Registered Assistants have in-depth knowledge of each client’s file and the status of any activities. Tanya also does the preparation and service work on the retirement plans J.D. Kreps Financial Group manages.
Tanya is Series 63, 65, and 7 Registered with SagePoint Financial Inc., as well as MN Insurance Licensed in Life, Health, and Disability. She and her husband, Guy, live in New London with their daughters, Sienna and Amelia.