Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Divorce Financial Planning
  • Employee Stock Options
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Charitable Giving
  • Retirement Income Strategies
  • Estate Planning Strategies
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Member, Financial Planning Association
  • Bachelor of Science Degree
  • CDFA®; Certified Divorce Financial Analyst®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BS Bachelor of Science, Finance, St. Cloud State University, St. Cloud, MN

Interests

Resides in Eden Prairie with my two cats Gia and Rico.

Interests include spending time with family and friends, biking, golf, running, fitness classes and travel.

I am passionate about making a difference in people's lives.

Community participation

Past volunteer as the treasurer for my golf league.

Awards & recognition

  • Ameriprise Circle of Success, 2001-2021
  • Ameriprise Diamond Ring Club, 2012
  • Five Star Wealth Manager, 2012, 2014, 2015, 2016, 2017,2021,2022

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.