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

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Christian Financial Strategies
  • Family Finances
  • Small Business
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving

Qualifications

  • FINRA Series 7 & 66
  • MN Life Insurance
  • MN Accident & Health Insurance

Education

  • BS, University of Minnesota, Duluth, MN

Interests

I enjoy coaching baseball, softball, and basketball teams.

I serve on one local sports board.

My family and I enjoy spending time outdoors.

My family and I love being involved in our Church

Community participation

I am a Board Member of the Buffalo Girls Fastpitch Association.

I have coached boys and girls baseball, basketball, and fastpitch softball for four years.

My family and I are involved in the JDRF walk to cure juvenile diabetes.

I am involved in the Hazelden Betty Ford Foundation (Center City).

Awards & recognition

  • Jirak & Associates, Ameriprise Client Experience Award, 2020, 2021