I grew up on a small dairy farm in central Minnesota where I learned small-town values and work ethic. With extensive banking industry experience in leadership and mortgage banking, I am passionate about financial literacy and volunteer as a financial virtual coach for Women’s Money Matters. In my free time, I enjoy baking, yoga, traveling and spending time with family and friends.
I am a dedicated, hands-on professional with a passion for holistic financial advice, wealth strategies and coaching. No matter where you are in your financial journey I'd love to connect. Working together, we can help you develop a complete, tailored investment strategy to help you achieve your financial goals.
Edward Jones is a 100-year-old privately held company built specialized in helping individual investors rather than institutions. Once we understand your goals, we'll work with you to build a personalized strategy based on information you shared with us, including your comfort with risk and the amount of time you have to reach each goal. We a dedicated process that includes running scenarios to determine how likely you are to achieve your goals, potential risks you may face – and solutions to help you overcome them.
Women that want to take control of their financial future. Also looking to connect with tax professionals, accountants, CPAs, estate and trust attorneys, real estate agents, and insurance providers for casualty and property.
Someone who has a financial need or goal and wants to take charge of their future. I help with saving for the unexpected as well as life's big purchases, college education, job transitions, and planning for retirement.