Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
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


  • CRPC™ Chartered Retirement Planning Counselor™


  • 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


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