Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Family Finances
  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Women's Financial Strategies
  • Small Business
  • Cash Flow Management Strategies
  • Investments
  • Financial Strategies for LGBTQ Couples and Families
  • Saving for Education
  • Intergenerational Planning
14
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℠

Education

  • B.S. Finance (Investment Analysis Emphasis) Minnesota State University, Mankato 2009
  • Minor Accounting Minnesota State University, Mankato 2009
  • Minor Economics Minnesota State University, Mankato 2009

Interests

Live entertainment of all forms!... sporting events, music concerts, travel, block parties, playing cards with the guys, happy hours, plays, musicals, symphony orchestra... you name it! I recently completed a half Ironman event and now, training for a full Ironman. I enjoy a healthy and active lifestyle and believe this is the first step to financial success. My mission is to lead and serve more families, through the certainty of uncertainty. I would love the opportuntiy to serve your family!

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2019

Previous experience

  • Operations Leader, Private Wealth Practice, Ameriprise Financial, 2017 - 2019
  • Franchise Development, Ameriprise Financial, 2015 - 2017
  • Sr. Sales Manager, Ameriprise Financial, 2012 - 2015
  • Ameriprise Advisor Center Advisor, Ameriprise Financial, 2010 - 2012
  • Paraplanner, Private Wealth Practice, Ameriprise Financial, 2007 - 2010