Advisor profile


My approach

My husband, Corey and I are fortunate enough to work with each other and for the first eighteen years of my career, I worked with my dad as well. So I spend my week-days surrounded by people I love (the rest of our team included) – working to help our clients define and pursue their goals by identifying strategies that look to protect what's important to them. Work isn't "work" if you love what you do-and I am so passionate about it! As an Ameriprise private wealth advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help clients envision their ideal financial future and then help them confidently plan to make it a reality.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Insurance
23
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
  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®
  • CLU® Chartered Life Underwriter®
  • RICP® Retirement Income Certified Professional®
  • Series 7
  • Series 63
  • Life, Accident and Health

Education

  • Bachelor of Science , Mankato State University, MN

Interests

When I'm not at the office, I'm spending as much time as I can with family and friends. With our oldest already out of the house and off to college, I know these days go by fast, so I cherish every one!

Community participation

  • Member of the Marshall Area Chamber of Commerce
  • Member of the Marshall Downtown Business Association
  • Sponsor of Marshall Area Fine Arts Council
  • Sponsor of Everyday Leader Marshall

Professional associations

  • Financial Planning Association

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.