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
8
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
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Intergenerational Planning
  • Investment Management
  • Cash Flow Management Strategies
  • Family Finances
  • Insurance

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7
  • FINRA Series 66
  • FINRA Series 6
  • FINRA Series 63

Awards & recognition

  • Wealth Management Solutions, Forbes Best-in-State Wealth Management Teams, 2023

Community participation

  • Healthy Seniors of Steele County
  • Adopt-a-Highway

Interests

When I'm not working, I am off with the family, attending sport events, gardening, exploring and whatever else the grandkids are doing. I am so blessed to have two wonderful children. My oldest has a family of her own where she blessed me with 2 awesome grandkids. My youngest is attending the University of Wisconsin, River Falls, majoring in business finance & playing football. My husband & I are adventurous, we love to travel, whether it's in our travel trailer or jetting off to some distant location. Some of our adventures include exploring Minnesota, Iowa, and Wisconsin.