Advisor profile

What you can expect when you work with me

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.

Get started
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Investments
  • Small Business
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Insurance
  • Retirement Plan Distribution
  • Estate Planning Strategies

Education

  • Bachelor of Business Administration, Financial Markets Finance, University of Minnesota Duluth
  • Master of Business Administration, The College of St. Scholastica, Duluth, MN

Community participation

  • Northern Club Auxiliary
  • Volunteering with the Humane Society and Women of Today
  • Proud sponsor of the Curl Mesabi Foundation and the Baudette Curling Club

Interests

  • All moments spent with family and friends
  • Fishing, snowmobiling, hunting, boating-- Everything outdoors!
  • Traveling, reading, and learning
  • Playing tennis, softball, curling, and watching hockey
  • Cooking and attending wine tastings