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My Approach

As professional and dedicated Financial Advisors we work with our clients through consistent, proactive individualized relationships.  Our clients look to us help financial solutions for their lifetime or for a life event.  To that end we are dedicated to delivering Our Committment to our Clients.

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Interests

    • I play co-ed adult hockey, run, rollerblade, ride motorcycle, ride horseback, snow ski, read and enjoy kick boxing and pilates.
    • I enjoy cooking, and then eating!
    • I enjoy cabin time in Stone Lake, WI.
    • I enjoy all of my activities with my family and watching my children's soccer and hockey games.
    • I am trained in Level 1 Reiki.

Community Participation

I have a Lifetime Membership on the Board of the Boys and Girls Club of Rochester.

I have taught Sunday School and am a member of Bethel Lutheran church.

I have graduated with the 2002 Class of Leadership Greater Rochester and helped to build the playground at the Boys and Girls Club.

I am a member H.O.G and the SE MN Chapter of H.O.G.

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Employee Stock Options
  • Charitable Giving
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2012

Education

  • American College, Chartered Financial Consultant 1999
  • BSBA, Mankato State University, 1989

Files for Download

My Photos Show Thumbnails

Skating in the annual Pond Hockey Championships.

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.