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 helps provide them the freedom to enjoy their passions today. 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 long-term choices to help achieve your 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 strategy, estate considerations, 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 24 years, my son, Sean, who is a senior at North Dakota State University and my daughter, Kayla, who is a freshman at North Dakota State University. 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. A new passion for my husband and myself is classic cars. We love to look at them, drive them and work on them together. 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
  • Genealogy
  • Car Restoration

Office Information

Mailing Address

P O Box 445 Beulah, ND 58523

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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