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

I have found trapeze lessons to be great fun. 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

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

2015 Wounded Warrior Project

2014 Blue Team Member for Boys and Girls Club of Hutchinson

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

Experience

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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

Awards & Recognition

  • Ameriprise Circle of Success, 2006-2010, 2012-2013
  • 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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My Photos(3 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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My Videos(7 videos) X

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