My goal is to help my clients align their finances with what really matters to them, so they can make progress and find confidence and balance along the way.

As a financial advisor, my style is collaborative and educational. I begin by understanding what is most important to you and why. Next, I develop a customized financial strategy in collaboration with your attorneys, CPAs and estate professionals. Together, we'll align your finances with your values and goals, and strive to take advantage of opportunities while avoiding pitfalls.

I am a Duluth native. I went to school here, had my first job here and now own my own home here. I have a new addition to my family, a Golden Retriever puppy I call Dolly. We love to go for walks in Lester Park and Hartley. I went to UMD for my BA and went on to get my MA in sustainability from University College of Dublin. After grad school, I worked with youth and families struggling with emotional, behavioral and learning disabilities and provided holistic and professional care, education, community services and treatment. Here, I uncovered my true passion of helping others and how to do that effectively. I continue my passion for sustainability here at Edward Jones as well. It might be considered trendy, but being a good steward of the planet and community should not be. When possible, I work with clients to align their goals as well as their values.

Throughout my life, being a good community member has been an integral part of who I am. I am an active member in several business groups and community groups like Lester River Rendezvous. As a financial advisor, I can make a difference in the lives of families and individuals in my community, while striving to make sure that I understand your unique story.

Generally, most people ignore their finances until big time of transition. Whether you're a leaving a financial advisor who talks over your head, changing careers, or carving out your own path, I can help you assess and create a strategy for where you'd like to be. We'll achieve your long-term goals one step at a time.

Relationships are key – whether local or remote, I meet when it's convenient for you. If you're ready to see how I can help you, please give me a call at (218) 724-3037 or email me at [email protected]. I'm excited to get to know you!

Focus areas

  • Retirement Savings Strategies
  • Socially Conscious Investing
  • New Investors
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • LGBT Finances

My Personal Interests

  • Painting
  • Traveling
  • Community Outreach
  • Culinary Arts
  • Outdoor Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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