Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Divorce Financial Planning
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education
  • Cash Flow Management Strategies
  • Insurance
  • Business Retirement Plans
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CDFA® Certified Divorce Financial Analyst
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • BS, Finance - Minnesota State University, 2005

Awards & recognition

  • Legacy Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021 - 2023
  • Legacy Financial Partners, Legacy Financial Partners, Barron's Top Private Wealth Management Teams, 2021 - 2023
  • Bismarck Mandan Chamber 20 Under 40, 2022
  • Legacy Financial Partners, Prairie Business 50 Best Places to Work , 2021

Professional associations

  • Alumni of CTB Bismarck Mandan Women's Leadership Program
  • Leadership Bismarck Mandan

Interests

- Like many families, we spend much of our time supporting our children in their activities. We cheer them on at Soccer, Track, Hockey and Football!

- As a family, we enjoy going to the lake in the summer, and warm Arizona trips in the winter.

-We have 2 French Brittany's: Briggs and Chief