I found my home with Edward Jones in 2010. Tara and Calla, my office administrators, joined me in 2022. We are passionate about getting to know our clients and working with them throughout their lives to help achieve their goals.
I grew up on a farm in rural Minnesota. My parents left me a legacy of hard work and dedication. Dealing with their estate after they passed reinstated the need for careful planning in all stages of life.
My past experiences gave me a renewed focus to help my clients, young and old, be prepared for what's to come. Our office focuses on preparing for retirement, consolidation, life insurance and estate planning. We'd love to partner with you to make your financial future a priority.
I moved from farm life to lake life. My better half, Tim, and I live on beautiful Myrtle Lake in northern Minnesota. Collectively, we have four grown children and four grandchildren, plus our fur baby, Rascal. Tim pilots his own float plane and we enjoy flying in to fish Canadian lakes, working in our flower gardens, baking and cooking with the kids and grandkids and spending time on the lake with family and friends. When I find the time, I enjoy a quiet corner with a good book.
Tara and Calla are enjoying getting to know our clients. They are both passionate about assisting you in your financial journey and are eager to help you reach your goals.
Thank you for taking the time to get to know us a bit better. We look forward to getting to know you and what matters to you!
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Business Retirement Plans
- Divorce Finances
- Estate & Legacy Strategies
My Personal Interests
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