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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Saving for Education
  • Charitable Giving
  • Retirement Income Strategies
  • Estate Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 9
  • Series 10
  • Series 63
  • Series 65
  • Life, Accident and Health

Awards & recognition

  • Wayne Norrid Wetmore Wealth Management, Ameriprise Client Experience Award, 2020, 2021, 2022

Previous experience

  • RBC Wealth Management, 2006-2016, 10
  • Wells Fargo Investments, 1998-2006, 8

Community participation

Interests

Volunteering

Community Events

Sporting Events - Favorite Teams - Medford Tigers, MN Gophers, MN Twins