Advisor profile


My approach

I understand busy lifestyles and juggling commitments and activities from one day to the next. I know what it's like to be a hard-working and busy professional, which is why I do what I can to make it easier for my clients to work with me. I offer flexibility, personalized service and a comprehensive approach to financial planning. I help my clients plan to accomplish their dreams and goals. With plans in place, they can have more time to enjoy with their families, friends, hobbies or careers.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Investments
  • Social Security Retirement Benefits
  • Small Business
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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/

Professional associations

  • Buffalo Lake Area Business Association