Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • 1984 B.S. Finance St Cloud State University
  • 1994 CFP® College for Financial Planning

Interests

I am passionate about my family, friends and community.

And quilting.

Community participation

  • McGregor Area Dollars for Scholars, 1992 to present
  • McGregor Chamber of Commerce, Past President
  • American Cancer Society - Relay for Life event sponsor
  • Long Lake Quilters Guild
  • Seam Sister Quilters