My Approach

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.

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Interests

My family and I like to go to a new baseball stadium every summer. It is a great way to see a new city and enjoy a game together. We are busy with our children's activities and spending time in lakes country in the summer.

Community Participation

Board of Directors Lake Agassiz Habitat for Humanity

Areas of Focus

  • Employee Stock Options
  • Women's Financial Strategies
  • Saving for Education
  • Family Finances
  • Retirement Planning Strategies
  • Divorce Financial Planning

Experience

22
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Awards & Recognition

  • Ameriprise Circle of Success, 2012, 2009, 2008, 2007, 2006

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Retirement Planning Counselor SM
  • Member, Financial Planning Association
  • Financial Advisor
  • Bachelor of Arts Degree
  • CDFA™  Certified Divorce Financial Analyst
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Education

  • 1998 Masters of Business Comm. Certificate, Univ. of St. Thomas, St. Paul MN
  • 1992 Bachelors of Arts, Concordia College, Moorhead MN

My Videos

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My Photos Show Thumbnails

Working at The Great Plains Food Bank after our Food Drive.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.