My passion is getting to know you and making a meaningful connection.

Each of us are on a unique life journey and it's important to abide by and honor yours. We'll work to understand what's most important to you and why, then use an established process and build personalized strategies that will help you achieve your financial goals so you may live your best life. This is how we turn your vision into a reality that is unique to you. The 'aha' moments are the best part of my day!

We often find clients come to us during times of life transition, such as:
- Job and Career changes
- Retirement
- Marriage
- Starting a Family
- Divorce
- Loss of a loved one

Nikki and I, as a team, work with you to help organize, build, protect and transfer your wealth. Relationships are key for us, and we work closely with your professional team (attorney, CPA and others) to help you realize your goals.

I graduated with a bachelor's degree from St Cloud State University and a master's degree from Augsburg University, and I have spent my career working closely with people who have invested their money wisely and in turn, have invested a portion of their earnings directly back into their local communities, churches, schools, hospitals and human service organizations. Our communities and greater world are strengthened by our ability to reach out and extend that generosity and kindness to others. All are welcome. We are here to help!

My husband, Alan, and I are raising our three children and a spirited Standard Poodle. Together, we enjoy family and friends, our community at large, time at the lake, live music and travel. I also enjoy being active in the Hutchinson and St. Cloud areas by being a member of Rotary and Chamber of Commerce, as well as on the board of Crow River Habitat for Humanity.

We make meeting with us most convenient for you (i.e., by zoom or phone, in the office or by meeting you where you are) because we recognize the challenging needs of balancing our multi-faceted lives. Call us to schedule your complimentary appointment and to make a meaningful connection. We look forward to hearing from you!