Advisor profile


We care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CPA  Certified Public Accountant
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Masters of Professional Accountancy - University of Nebraska - Lincoln, 2007
  • B.S., Accounting - University of Nebraska - Lincoln, 2006

Interests

I was born and raised in central Minnesota. It is important to my husband Jamie and I to maintain a healthy lifestyle which keeps us active and involved with family and community. We enjoy playing golf, boating and traveling. Most recently my interests have been focused on our newest office location in my home town of Sauk Centre! I look forward to creating new relationships and growing within the community.

Community participation

Sauk Centre Chamber of Commerce Board Member

Sauk Centre CentraCare Development Committee - Committee Member

Sauk Centre Athletic Hall of Fame, 2018 - Current

Professional associations

  • Minnesota Society of Certified Public Accountants