Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education
  • Cash Flow Management Strategies
  • Insurance
  • Business Retirement Plans
  • Tax Planning Strategies
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • BS, Finance - Minnesota State University, 2005

Interests

- Like many families, we spend much of our time supporting our children in their activities. Kenady plays violin, basketball, softball and runs track. Macy plays basketball, soccer and runs track. Kade plays football, baseball, basketball, and soccer.

- We are dedicated Minnesota Vikings fans. Within the last few years we have also become Philadelphia Eagles fans, with their addition of Carson Wentz, since he is from Bismarck, ND.

- As a family, we enjoy walleye fishing. Our favorite spots are on the Missouri River in ND and Leech Lake, MN.

Community participation

Bismarck State College. Computers and Office Technology Advisory Committee Member July 2010-June 2016

Professional associations

  • Alumni of CTB Bismarck Mandan Women's Leadership Program