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
27
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
  • Women's Financial Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Saving for Education
  • Cash Flow Management Strategies
  • Insurance
  • Retirement Income Strategies
  • Estate Planning Strategies

Qualifications

  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • Certificate, Accounting Minneapolis Business College 1989

Awards & recognition

  • Proviant Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Professional associations

  • Christian Franchise Advisor Network
  • Business Women of Central MN

Our Name

Proviant is a combination of the words “proactive” and “viante”.

Pro(active):

We take a passionate, proactive stance on planning as a means to help you prepare for your future. We believe it is the only way to be fully prepared, so there can be fewer surprises in the end.

Viant(e):

“Viante”, from the word “via”, means traveling through in route to a destination. The destination at hand here is your financial future. As your financial advisors, we will guide you in your journey to reaching your financial goals.

Community participation

Interests

    I love spending time on Minnesota's great "North Shore", Camping, Hiking, Reading, Gardening, and I am always up for a new adventure.