Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

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
21
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

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