When it comes to investing, having someone on your team with the experience and knowledge that comes from years spent working in the financial services industry is a major asset. Couple that with the thousands of associates and advanced technology of Edward Jones, and you have all the tools to help you make the financial decisions right for you and your goals.
Since my 20s, I’ve had an interest in financial management and investing and in helping people learn how to understand those things for themselves. Prior to becoming a financial advisor in 2007, I worked as a tax preparer, financial auditor and Director of Finance. I have also obtained the AAMS® designation. So, if it’s experience you’re looking for, I have a background that you can trust.

I also have a firmly-held belief that no two investors are alike. Whether they’re working, retired, business owners, families or individuals, all clients across the spectrum of wealth have unique goals. Partnering with me means you share your goals, your hopes and your fears, and we create a strategy and help you make investment decisions that help you feel secure on the path to achieving your goals.

Our relationship comes down to trust in each other as we navigate the hurdles and stressful times and celebrate your achievements.

With my office in Fargo, ND, and a home in Moorhead, MN, I serve clients from across the region and country. With Betty Heller as our office administrator, our clients have a team dedicated to making sure they are well-taken care of and communicated with every step of the way. I think that’s why so many clients choose to stay with us even as they move to new locations. They know they can count on us to be there for them when they’re making decisions that shape their financial futures.

Outside of the office, my husband and I love spending time with our three grown children, their spouses and our grandchild, and exploring our great country and the world.