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
36
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
  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • RICP® Retirement Income Certified Professional®

Education

  • University of Wisconsin-Whitewater B.A. Finance

Awards & recognition

  • Five Star Wealth Manager, 2013-2023
  • Ameriprise Circle of Success, 2004-2010, 2014, 2018-2022
  • Ameriprise Circle of Success Diamond Ring, 2013
  • Forbes Best-in-State Women Wealth Advisors, 2022-2024

Community participation

Eaglebrook Church, Minneapolis MN

Feeding America

Feed My Starving Children

Healing Haiti

Interests

As a wife and a mother of four I have learned the importance of balance and setting priorities.

I firmly believe that staying healthy and maintaining a positive attitude keeps me happy in my family and professional life.

I enjoy playing tennis, pickleball, reading, traveling and spending time with my family.

Volunteering allows me to give back to my community. Feed My Starving Children is an organization I hold close to my heart. I volunteer through my church and numerous charitable organizations.

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.