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
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance
  • Retirement Plan Distribution
  • Saving for Education


  • Mankato State University, Bachelor of Science Degree, Mankato, MN 1985

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Community participation

I have previously served on my church council multiple times.

  • Bear Lake Concordia Lutheran Church


I enjoy spending time with family and friends, Lynx WNBA games, University of Minnesota activities, golfing and walking my dog, Fritzi.