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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Saving for Education
  • Family Finances

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CFS® Certified Fund Specialist
  • CRPC- Chartered Retirement Planning Counselor
  • CFS- Certified Fund Specialist

Education

  • Bachelors Degree with Psychology Major, University of Minnesota, Minneapolis, Minnesota

Awards & recognition

  • Five Star Wealth Manager, 2013-2019

Community participation

  • Emmanuel Christian Center
  • Women of Faith Leader

Interests

  • Time with my family and friends is the best!
  • My husband, daughter, and I enjoy traveling; Hawaii's a favorite.
  • We enjoy taking our daughter to the park and visiting her cousins when we can!
  • I love: fresh flowers, funny movies, & iced vanilla coffee.
  • I am passionate about making a difference in the lives of others through financial planning.