Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
10
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
  • Investments
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

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

Professional associations

  • Minnesota Society of Certified Public Accountants

Community participation

Sauk Centre Chamber of Commerce Board Member

Sauk Centre CentraCare Development Committee - Committee Member

Sauk Centre Athletic Hall of Fame, 2018 - Current

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.