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
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
  • Investment Management
  • Insurance
  • Women's Financial Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Estate Planning Strategies


  • CLTC® Certified Long Term Care
  • Series 7
  • Series 66
  • Life, Accident and Health


  • College for Financial Planning 2011-2012 CFP Certification Professional Education Program
  • Bemidji State University 1985-1989 B.S. K-12 Vocal and Classroom Music Education
  • Oak Hills Bible Institute 1983-1985 Bible Certificate

Community participation

- Junior Achievement program since 2018. This program offers financial literacy, college and career readiness, and entrepreneurship education to K-12 students, and helps students make a connection between what they learn in school and how it can be applied in real life.

- Member of Parkers Prairie Cemetery Board since 2012

- Sunday School children's music leader at Immanuel Lutheran Church in Parkers Prairie since 2005 and Superintendent since 2017

- Water Safety Instructor at Parkers Prairie Community Pool from 1982-2015


  • Acting and singing in Alexandria, MN community theatre productions at the Andria and Lakes Area Radio theatres, as well as in the Central Lakes Symphony Orchestra chorus.
  • I enjoy attending local sporting events and continue to be a lifetime arm chair critic and fan of both the Vikings and the Twins.
  • As a former water safety instructor and life guard I enjoy most activities in and around the water.
  • I enjoy spending time hiking, biking and snowshoeing (and we’ve had weeks in Minnesota where you could do all three without changing elevation).