Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

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
40
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

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

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.

Community participation

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2020
  • Ameriprise Circle of Success, 2018, 2019
  • Ameriprise Hall of Fame, 1993