With over 24 years of experience as a Financial Advisor, I have dedicated myself to assisting individuals in accomplishing their financial life goals through a holistic approach. By instilling confidence and providing direction, I prioritize generous listening, thoughtful discovery, non-judgmental understanding, and help to navigate the complexities of the financial markets.
I am a CERTIFIED FINANCIAL PLANNER ™ professional who is committed to understanding your goals, assessing your current situation, and crafting a strategic plan unique to you. Whether it involves wealth accumulation, retirement planning or tax-efficient strategies, I leverage some of the best financial planning software to analyze data and align it with your goals, thereby developing a roadmap for optimal action. My adaptable plans allow for realistic adjustments as circumstances evolve, giving way for financial stability with confidence.
I have been published in Natural Awakenings Magazine. I am a graduate of Patrick Henry High School, The University of St. Thomas and obtained the CFP® certification from Minnesota State University, Mankato 8 years ago. Outside of work, I find joy in spending time at the cabin and time with my family. I also indulge in activities like canning tomatoes, pickles, and happy hours with friends. Furthermore, I am dedicated to giving back through philanthropic endeavors such as providing pro bono financial planning for members of the Angel Foundation, serving as a resting Deacon at Presbyterian Church of the Way, and holding positions on the boards of Irish Arts MN, Boss Women United and as VP Board member of Women in Insurance and Financial Services Twin Cities Chapter.