Advisor profile


What you can expect when you work with me

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.

Get started
22
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
  • Business Retirement Plans
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investments

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CFS® Certified Fund Specialist
  • I hold a Series 7 and Series 66 securities licenses.
  • I also hold a Life and Health Insurance license.

Interests

  • I enjoy golfing, skiing, mountain biking and racquetball among many other things.
  • I like hunting, fishing and spending time with my family. We love to travel.
  • I enjoy charity races and triathlons. My last race was the 2015 Blaine Triathlon. I also do RAGBRAI annually. http://ragbrai.com/
  • I run an annual charity golf tournament for Cancer research at Northfork Golf Course in Ramsey.
  • I have been coaching Track & Field at Blaine High School for many years.