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
19
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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLTC® Certified Long Term Care
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • 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

Interests

  • 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).