Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management
  • Small Business
  • Saving for Education
  • Insurance
  • Retirement Income Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 -General Securities Representative Examination
  • Series 66 -Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • BA - Business Management, University of Minnesota, Crookston, '06

Awards & recognition

  • Ameriprise Client Experience Award, 2021-2023
  • Ameriprise Ultimate Digital Excellence Award, 2023

Honored to receive recognition

I’m honored to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it’s my name on this award, it would not have been possible without the continued trust of clients like you and a team that’s dedicated to providing the best possible service.

Community participation

Interests

Enjoying our short summers and long winters with my husband and three children taking advantage of the outdoors as the weather allows.

Like many families, we spend much of our time supporting our children in their activities, particularly Christian's hockey and Aleks' figure skating. We enjoy being involved in their activities and volunteering in our community. Camryn loves watching her older siblings participate in activities as well!