My profile

Values Statement

Our multi-generational practice is built on a foundation of integrity, exceptional service, and transparency. We help individuals and organizations gain clarity and confidence in their financial situation. Through our ability to adapt to each client and provide a tailored personalized experience, we enable our clients to achieve their financial and personal goals.

12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Intergenerational Planning
  • Estate Planning Strategies
  • Social Security Retirement Benefits

Education

  • University of Stockholm - Bachelor of Science in Business Administration and Economics
  • Marymount College - Associates of Arts degree

Awards & recognition

  • Avadi Wealth, Forbes Top Wealth Management Teams: Private Wealth, 2026
  • Avadi Wealth, Ameriprise Client Experience Award, 2025

Previous experience

  • Financial Advisor, Wealth Management/Morgan Stanley, Reno, NV. USA, 2014-2022
  • Senior Project Manager / East Capital, Stockholm, Sweden, 2007-2014
  • Event Manager / Event Factory, Stockholm, Sweden, 2005-2007
  • Owner, Translator, Editor / Error Proof Consulting, Stockholm, Sweden, 2000-2014
  • Manager GT Co / JP Morgan, London UK, 1995-1998

Women and Wealth Retreats

In my wealth advisory practice, I help empower woman to embrace their finances. I arrange retreats focused on self-care and money, often as a weekend getaway where we enjoy cooking, fire-side chats, yoga and outdoor activities all while expanding our knowledge of financial planning tools.

Community participation

I am a member of the Junior League of Reno. Our work empowers woman and improves the lives of children in our community. Many of our projects and grants support non-profits such as Safe Embrace, the Eddy House, Girls on the Run, Dress for Success, Karma Box, Kids in the Kitchen, Lexie’s Gift, Volunteers of American and many more.

Interests

I enjoy traveling, caring for my two daughters and long walks with our dog Benny. In my spare time, I'm often in Lake Tahoe hiking, skiing, paddle-boarding, mountain biking and playing tennis. I love to cook, read a great book and do yoga daily. I was fortunate to have lived in Sweden for 20 years and I love everything Scandinavian.

My photos

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