My Approach

Putting clients first; it’s what I do

Ameriprise earned Hearts & Wallets Top Performer recognition in several categories, including:

· “Understands me and shares my values”

· “Explains things in understandable terms”

· “Has defined, repeatable processes for producing results”

· Has “knowledgeable, timely and tactical” investment ideas

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.


Interests

Raising my family-Seth, Eli, and Sadie along with my husband Doug. We enjoy boating, playing/watching sports, riding bike, and spending time with family. We participate and/or volunteer with several community events.

Community Participation

  • BL EDA-Buffalo Lake Economic Development Authority
  • Buffalo Lake Ambulance, EMT
  • Leader with Cub/Boy Scouts Pack #275
  • St John's Parish Health committee
  • For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

    * As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company. https://militaryfriendly.com/

20
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Small Business
  • Tax Planning Strategies
  • Family Finances
  • Social Security Retirement Benefits

Professional Associations

  • Buffalo Lake Area Business Association

Files for Download

My Photos(3 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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My Videos(3 videos) X

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