Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
32
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
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Divorce Financial Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CDFA® Certified Divorce Financial Analyst
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 66 - Uniform Combined State Law Examination
  • SIE - Securities Industry Essentials Examination
  • Life, Accident and Health

Education

  • BS, Business Management - North Dakota State University

Awards & recognition

  • TruStone Wealth Management, Ameriprise Client Experience Award, 2021

Professional associations

  • Red River Valley Estate Planning Council
  • Institute for Divorce Financial Analysts

Community participation

  • Member of Grand Forks, East Grand Forks Chamber of Commerce
  • Supporter of North Dakota Special Olympics
  • Junior Achievement - Grand Forks School District teaching financial literacy to students.
  • Grand Forks Women Leadership Coop

Interests

  • I enjoy traveling, and learning about local cultures
  • Trying new recipes and cooking is something I enjoy.
  • Staying Active and attending weekly "Spin" Classes is a big stress reliever, energizing and FUN.
  • I very much enjoy sharing my knowledge and experience, helping people prepare for a Brighter Future. I love what I do!