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
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Small Business
  • Sustainable and Responsible Investing
  • Saving for Education
  • Estate Planning Strategies
  • Business Retirement Plans

Qualifications

  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 6
  • Series 66
  • Series 63

Education

  • BGS, Minot State University, Minot ND

Awards & recognition

  • Legacy Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021 - 2023
  • Legacy Financial Partners, Legacy Financial Partners, Barron's Top 100 Private Wealth Management Teams, 2021 - 2023
  • Legacy Financial Partners, Prairie Business 50 Best Places to Work , 2021

Community participation

  • Give360 - Board Member
  • The Rotary Club of Minot - Member
  • Minot Area Community Foundation

Interests

Originally from Saskatchewan, Canada, I graduated from Minot State University. Since 2000 I have proudly called Minot my home and I actively participate in volunteering and community engagement.

As a mother of 3 boys – Gavin, Hudson, and Ryan – I am kept constantly on my toes. During my leisure time, I enjoy skiing, camping, gardening, horseback riding, tending to my yard and an occasionally round of golf.

I have a passion for travel and exploring the great outdoors with my husband, Michael. Some of the places we have particularly enjoyed include New Zealand, Australia, Norway and St. Lucia.