Team profile

What you can expect when you work with us

Our 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 us, 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

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Small Business
  • Family Finances
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investment Management
  • Saving for Education
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies

Awards & recognition

  • Carlson Advisors, Ameriprise Client Experience Award, 2020-2022

Community participation

Open House donations for Brighter Tomorrows
Open House donations for Brighter Tomorrows

Thank you to everyone who attending our Open House for our new office. We were so thankful to everyone for supporting Brighter Tomorrows with donations for their program.