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
  • Divorce Financial Planning
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Family Finances
  • Small Business
  • Domestic Partner Planning
  • Women's Financial Strategies
23
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
  • ChFC® Chartered Financial Consultant®
  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠
  • CDFA®; Certified Divorce Financial Analyst®
  • BFA™ Behavioral Financial Advisor™
  • ADPA® Accredited Domestic Partnership Advisor℠
  • MPAS℠ Master Planner Advanced Studies℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Minnesota, B.B.A. Finance
  • College for Financial Planning, Chartered Retirement Planning Counselor
  • Institute for Divorce Financial Analysts, Certified Divorce Financial Analyst
  • The American College, Chartered Financial Consultant

Interests

I love spending time with my wonderful family including my husband Tom, our daughters Samantha and Taylor, and our son Tommy. When I have a free moment, you’ll find me enjoying a round of golf with friends or family, or getting my hands dirty in the garden!

Community participation

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2021, 2022
  • Forbes Best-in-State Women Wealth Advisors, 2022
  • Forbes Top Women Wealth Advisors, 2018, 2020-2021
  • Forbes Best-in-State Wealth Advisors, 2018-2022
  • Ameriprise Circle of Success Hall of Fame, 2022
  • Confetti Wealth, Ameriprise Client Experience Award, 2020-2021
  • Five Star Wealth Manager, 2012 - 2022
  • Working Mother Top Wealth Advisor Moms, 2018-2021
  • Women's Choice Award Financial Advisor, 2019-2022
  • Ameriprise Circle of Success, 2002 - 2021
  • Ameriprise Chairman's Advisory Council, 2014-2020, 2022
  • Better Business Bureau Accredited, 2018-2022
  • Protect. Grow. Give.®, RiverSource Life Insurance Company, 2013 - 2017
  • Ameriprise Diamond Ring Club, 2014

Honored to be recognized in Barron's

It’s a privilege to help our clients and their families feel more confident, connected and in control of their financial lives. Because of their loyalty, I’ve been named Barron’s Top 1,200 Financial Advisors list for 2021. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire Confetti Wealth team. This achievement would not have been possible without you.

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.