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
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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


  • BFA™ Behavioral Financial Advisor
  • ChFC® Chartered Financial Consultant®
  • CDFA® Certified Divorce Financial Analyst
  • ADPA™ Accredited Domestic Partnership Advisor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care
  • MPAS™ Master Planner Advanced Studies™


  • 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

Awards & recognition

  • Barron’s Top 100 Independent Financial Advisors, 2023
  • Barron’s Top 100 Women Financial Advisors, 2022-2023
  • Confetti Wealth, Forbes Best-in-State Wealth Management Teams, 2023
  • Forbes Best-in-State Women Wealth Advisors, 2022, 2023
  • Barron’s Top 1,200 Financial Advisors, 2021-2023
  • Forbes Best-in-State Wealth Advisors, 2018-2023
  • Forbes Top Women Wealth Advisors, 2018, 2020-2021
  • AdvisorHub Women Advisors to Watch, 2022, 2023
  • WomenCertified, Inc. Women's Choice Award - Financial Advisor, 2019-2023
  • Ameriprise Circle of Success Hall of Fame, 2022
  • Five Star Wealth Manager, 2012 - 2023
  • Confetti Wealth, Ameriprise Client Experience Award, 2020-2022
  • Ameriprise Chairman's Advisory Council, 2014-2020, 2022, 2023
  • Working Mother Top Wealth Advisor Moms, 2018-2021
  • Ameriprise Circle of Success, 2002 - 2022
  • Protect. Grow. Give.®, RiverSource Life Insurance Company, 2013 - 2017
  • Ameriprise Diamond Ring Club, 2014

Honored to receive recognition

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Barron’s has recognized this dedication by including me on their 2022 Top 100 Women Financial Advisors list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!

Community participation


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!

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.