I am a dedicated paraplanner working toward becoming a financial advisor, passionate about helping individuals—especially first-generation Americans, public servants, and those new to investing achieve financial clarity and security. Having spent most of my professional career in the public sector, I understand the unique challenges many face, such as relying heavily on public pensions or lacking exposure to financial planning.
As the landscape of those who seek financial advising continues to shift, I strive to bring diversity to the industry and better serve the growing and changing needs of those seeking financial guidance. My mission is to empower clients through education, providing clear strategies to eliminate debt, invest wisely, and build a path toward financial freedom.
I hold the General Securities Representative Series 7, NASAA Series 66, and Minnesota Life and Health Insurance licenses, along with a bachelor's degree from the University of Minnesota and a master's degree from Hamline University.
Outside of work, I live in the Twin Cities with my husband and two daughters. We enjoy Minnesota summers with twilight family golf outings and snowboarding during the winters. Pickleball is also a new favorite of ours!