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
22
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