Ivy Pruisman

Relationship Manager

Email Email Ivy Pruisman

Why I Do What I Do...

I value being part of the Second Opinion Partners Team because we are unique in the way that we value education and center the planning process on it. I will always remember the first time I heard “investments are a commodity that can be obtained anywhere, we are about the plan and education.”

I deeply value being a part of the unique and personal process that goes along with developing a financial plan. Every day, I get to work alongside those who are learning the steps necessary to living their best life, and I am thankful that this is what I get to call work.

Life Moments I Cherish the Most

  • bullet Completing the Manitou Incline hike and taking in the scenery from the top of a mountain
  • bullet Starting my cupcake business in high school to fund my travels
  • bullet Riding RAGBRAI, across the state of Iowa, yearly with my cycling team
  • bullet My time in Spain as an exchange student
  • bullet Competing within the United Powerlifting Association against some of today’s strongest women
  • bullet Road tripping to countless concerts with loved ones

Second Opinion Partners Role

Ivy is a Relationship Manager at Second Opinion Partners, where she communicates with clients regularly to ensure that all of their financial planning related needs are met.

Ivy acts as a communication liaison between our clients, Concierge Team and Partners to ensure that every client has the Ultimate Client Experience.

Educational Background

Ivy attended The University of Northern Iowa where she graduated in 2019 with double majors of Financial Management and Real Estate.

She holds FINRA Series 7 & 66 licenses.

Second Opinion Partners