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

  • Investment Management
  • Retirement Planning Strategies
  • Intergenerational Planning

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 License
  • Series 66 License
  • Life, Accident, and Health

Education

  • Associates Degree, Higher Accounting, St. Cloud Business College, St. Cloud MN

Interests

I enjoy spending time with my husband, children, and grandson, who brings us so much happiness.

My hobbies include anything outdoors; hiking, biking, and running.

My husband and I also love to travel and spend our summer weekends at East Battle Lake.

Community participation

Luther Haven Board Member

Awards & recognition

  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021
  • Legacy Financial Partners, Barron’s Top 100 Private Wealth Management Teams, 2021-2022