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
42
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
  • Women's Financial Strategies
  • Saving for Education
  • Family Finances

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 4, 63, 65, 7, 10 and 24 Licenses
  • MN and WI Insurance Licenses

Education

  • Business, University of St. Thomas, 1979-1981

Awards & recognition

  • Ameriprise Circle of Success, 2007-2017

Previous experience

  • Branch Office Manager, H & R Block, 1987-2008

Community participation

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work

Interests

  • Youth sports
  • Travel
  • Making stained-glass windows
  • Cooking