Team profile

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you.

We can help you prepare for whatever life brings—both the expected and the unexpected—with personalized advice tailored to you.

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Christian Financial Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Saving for Education
  • Insurance
  • Intergenerational Planning
  • Women's Financial Strategies

Community participation

2016 MS150 Sunday Morning Start
2016 MS150 Sunday Morning Start

Active in the American Cancer Society's Relay for Life in Stillwater and White Bear Lake

Participants in the MS 150, a two-day 150 mile bike ride that raises money for people living with MS

Help with Habitat for Humanity