Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management
  • Small Business
  • Saving for Education
  • Insurance
  • Retirement Income Strategies
  • Estate Planning Strategies
14
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