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
43
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.S. and M.S. Education, University of North Dakota
  • Certificate of Advanced Studies, Education, Northern Illinois University
  • CFP Professional Education Program, College for Financial Planning, Denver CO

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021-2022
  • Forbes Best-in-State Women Wealth Advisors, 2022
  • Forbes Top Women Wealth Advisors, 2020-2021
  • Ameriprise Circle of Success, 2018-2021
  • Ameriprise Hall of Fame, 1993

Community participation

Interests

  • I grew up in Page ND, pop. 350.
  • I met my husband Rick in elementary school and we got married in 1970.
  • I taught school for 10 years, in North Dakota and in Rockford Public Schools, before becoming a financial advisor.
  • I enjoy golfing & I made a Hole-in-One in 2018 at Aldeen Golf Club. I attended the Master’s in Augusta in 2014.
  • Rick & I love traveling and favorites are Park City, Newport Beach, Ireland, Switzerland and Italy.
  • I am an avid CrossFit participant, working out three times a week.
  • I love gardening, both indoors and out, and the plants in the office are my responsibility.
  • I have 10 great nieces and nephews and love spending time with them.

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.