My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

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

Experience

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Areas of Focus

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

Awards & Recognition

  • Ameriprise Circle of Success, 2014-2012, 2009-2006

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA™  Certified Divorce Financial Analyst
  • Chartered Retirement Planning Counselor SM
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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 Photos(5 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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