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I was a teacher for 21 years with Forest Lake Area Schools before moving into the finance world. I enjoy singing with Prairie Fire Choir, and I love hanging out with my daughter Camille and her dog Covie.
Let's meet to discuss what's most important to you.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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This offer is only valid in the United States.
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