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

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management
  • Small Business
  • Saving for Education
  • Insurance
  • Retirement Income Strategies
  • Estate Planning Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 -General Securities Representative Examination
  • Series 66 -Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • BA - Business Management, University of Minnesota, Crookston, '06

Interests

Enjoying our short summers and long winters with my husband and two children taking advantage of the outdoors as the weather allows.

Like many families, we spend much of our time supporting our children in their activities, particularly Christian's hockey and Aleks' figure skating. We enjoy being involved in their activities and volunteering in our community.

Community participation

Mission Statement

Helping to guide you through life's moments:

What you know

What you fear

What you hope