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
  • Family Finances
  • Women's Financial Strategies
  • Saving for Education
  • Charitable Giving
  • Cash Flow Management Strategies
  • Estate Planning Strategies

Education

  • South Dakota State University - BS Consumer Affairs

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021-2022

Community participation

Chaska Juniors Volleyball board member

Board Member and Ambassador of the Southwest Metro Chamber of Commerce

Interests

Spending time with family: I am married with 3 school aged kids, and I love spending time with them.

Kids Activities: We spend a lot of time in the gym or at a field. Olivia is involved in volleyball and track, Charles participates in football, basketball, baseball, track & golf, and Blair enjoys being involved in track, volleyball and basketball. While these events consume much of our time, it's so fun to watch them grow, develop and participate in things they love.

My family also enjoys downhill skiing, playing board games, card games and going to the movies.

My family and I are actively involved in our local Church.