Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
30
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CDFA®; Certified Divorce Financial Analyst®
  • 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

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!

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.

Professional associations

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