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

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Women's Financial Strategies
23
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℠

Education

  • B.S. Degree, Business-Management 1987; St. Cloud State University, St. Cloud, MN

Interests

  • I enjoy spending time with my family and friends.
  • I enjoy volunteering and being active within my church.
  • I also enjoy traveling, camping, reading and gardening.

Community participation

Resurrection Lutheran Church-current Volunteer, Women's Ministry leader and coordinator, and past Council President/Vice President/Secretary positions.