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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Insurance
  • Investments
  • Retirement Income Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Family Finances
  • Estate Planning Strategies
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Wealth Preservation Strategies
  • Employee Stock Options

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CPWA® Certified Private Wealth Advisor®
  • CRPC™ Chartered Retirement Planning Counselor™
  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™
  • BFA™ Behavioral Financial Advisor

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2022-2024
  • Forbes Best-in-State Wealth Advisors, 2020-2024
  • Echelon Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Forbes Top Women Wealth Advisors, 2020-2021
  • Echelon Wealth Partners, Ameriprise Client Experience Award, 2023

Professional associations

Honored to receive recognition

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including me on their 2024 Best-in-State Wealth Advisors list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Community participation

  • ARC of Southeastern Minnesota: www.arcse-mn.org
  • Wishes & More®: www.wishesandmore.org

Interests

  • Spending time with my husband, Randy, and my adult children
  • Traveling
  • Golfing, skiing, running, physical fitness
  • Working

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.