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
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Employee Stock Options
  • Charitable Giving
  • Divorce Financial Planning
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CDFA® Certified Divorce Financial Analyst
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • 1998 Masters of Business Comm. Certificate, Univ. of St. Thomas, St. Paul MN
  • 1992 Bachelors of Arts, Concordia College, Moorhead MN

Awards & recognition

  • Ameriprise Circle of Success, 2006 - 2009, 2012, 2014 - 2023
  • McCarthy Wealth Strategies, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Circle of Success Diamond Ring, 2020
  • Forbes Best-in-State Women Wealth Advisors, 2023

Honored to receive recognition

All of us at McCarthy Wealth Strategies are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire McCarthy Wealth Strategies team and the great experience we work so hard to provide for our clients every day.

Community participation

Past Board of Directors Lake Agassiz Habitat for Humanity and The Plains Art Museum

Interests

My family and I like to travel to new destinations and spend time together exploring. It is a great way to see a new city or a new country and learn about different cultures.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.