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
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Investments

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BIS - Bachelors of Individualized Studies in Business, University of Minnesota,

Awards & recognition

  • Ascendant Wealth Management Group, Ameriprise Client Experience Award, 2023
  • Ascendant Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Ascendant Wealth Management Group, Forbes Top Wealth Management Teams: Private Wealth, 2024

Community participation

  • First Friday Breakfast Club - board member

Interests

I support the arts and education.  I believe in being involved in the community in which I live.