Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Women's Financial Strategies
  • Small Business
  • Saving for Education
  • Insurance
  • Tax Planning Strategies
  • Social Security Retirement Benefits
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • Series 6 - Investment Company Products/Variable Contracts Representative Exam
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • College of St. Scholastica - - Duluth, MN

Interests

Family is Everything: I love spending time with my husband, Tim, and our children, Ryan (12) and Ava (9). We really enjoy traveling, exploring and spending time on the lakes in northern MN boating and fishing. Tim & I love watching our son, Ryan, play hockey, lacrosse, and golf and our daughter, Ava, dancing, doing gymnastics and playing golf. We are truly blessed.

I really enjoy being involved in our community: as a member and Ambassador of the Grand Rapids Area Chamber of Commerce & as a board member of the Second Harvest North Central Food Bank/Food Shelf. I enjoy volunteering at many local charities, events, and fundraisers.

Community participation

Previous experience

  • Financial Advisor - Wells Fargo Investments, 2008-2012
  • Licensed Banker - Wells Fargo Bank, 2004-2008
  • Insurance Internal Wholesaler - American Express, Mpls, 1999-2003