Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Insurance
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • BFA™ Behavioral Financial Advisor™
  • Series 7, Series 66, Life, Accident, and Health

Education

  • Masters of Software Systems - University of St. Thomas - St. Paul, MN
  • Bachelor of Arts: Major Criminal Justice, Minor Theology - University of St. Thomas - St. Paul, MN

Interests

I am a self-taught photographer and love exploring different techniques and photographic styles. While most of the time my camera is pointed at my girls documenting their life milestones, I try to find time to explore creativity in lighting, nature, and capturing unique perspectives. I've shared some of my images in my photo section.

Our family spends most of our time at the lake cabin in the summer, skiing in Colorado each year on our family vacation, and visiting the grandparents in Ft. Myers Beach Florida each spring. When we are at home, the girls are busy with numerous activities including karate, soccer, swimming, piano, and more!

Community participation

Awards & recognition

  • Better Business Bureau Accredited, 2019-2021

Previous experience

  • Ameriprise Corporate office 2017 - 2019, 2
  • University of St. Thomas 2006 - 2017, 11