My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement 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. Your responses can help jumpstart our conversation.

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Interests

A surprise to even myself, I recently obtained my motorcycle license thanks to a class won in a charity auction. I enjoy riding in a parking lot on Sundays in full protective gear. Safety first! I am also attempting to recruit a niece into joining in trapeze lessons with me, while my family is trying to talk me into playing golf.

In addition, I enjoy rock wall climbing (the plastic, indoor variety), skiing (snow and water), spending time with my nieces and nephews and conducting financial seminars for area businesses. I would love to present at your company! Just have your human resources director call me and we can discuss specifics.

Community Participation

2012 Leukemia and Lymphoma Society (LLS) Women of the Year Committee Member for Julie Strelow

2011 Leukemia and Lymphoma Society (LLS) Women of the Year Committee Member for Leah Milbradt

2011 Muscular Dystrophy Association (MDA) "Highrollers for Hope" Lock Up

Areas of Focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Insurance
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Saving for Education

Experience

15

Awards & Recognition

  • Ameriprise Circle of Success, 2006-2010, 2012
  • Protect. Grow. Give®, RiverSource Life Insurance Company1, 2011-2012

Qualifications

  • AAMS®  Accredited Asset Management SpecialistSM
  • CRPC®  Chartered Retirement Planning CounselorSM
  • Series 7 and Series 66
  • Series 24 - General Securities Principal Examination
  • Series 51 - Municipal Fund Securities Examination
  • Series 9 and 10 - General Securities Sales Supervisor
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Files for Download

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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.