I typically work with individuals working in the energy industry who are extremely busy focusing on career success and their passions. These individuals tend to not realize the high-risk exposure of their financial freedom because their income, savings and protection is dependent on the success of their industry. I help them systematize building wealth, protect financial freedoms and progress toward personal goals which allows freedom to enjoy passions without worrying about current/future financial success. Do you know someone who would be curious about that?

Daily, I strive to help those who feel fearful of investments or money matters to become empowered to understand how it all works in non-technical terms. When fear and misunderstandings are gone, we are free to make the best long-term choices to achieve our goals, whatever they may be. I focus on making sure that my clients feel heard and understood, and treat every person with respect, without judgement and with a sincere interest in your story and dreams for the future.

I create custom strategies using our five-step process, regularly review and adjust with my clients as markets and goals change, and partner with them throughout their lives to stay on track. Regardless of whether a client has complex wealth management and estate needs, is saving for a child's education, just retired or just starting to save, I am here to help.

My own story includes my wonderful husband, Brian, who I have been married to for 22 years; my son, Sean, who is attending North Dakota State University and my daughter, Kayla, who is a sophomore at Beulah High School. Other than my family, a passion I have is to make a difference in the lives of Mercer County youth. One way I am accomplishing that goal is helping lead the LEO club at the high school, being a 4-H leader and donating my time to FFA. Thank you for taking time to know me better.

Focus areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Retirement Income Strategies
  • College Savings
  • Portfolio Reviews

My Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Reading
  • Sports Enthusiast
  • Genealogy

Office Information

Mailing Address

P O Box 445 Beulah, ND 58523

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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