Money can be a stressful topic - but without a solid holistic life planning approach, it can be hard to reach your fullest potential. For 16 years, I have helped families achieve their financial goals while setting them on the pathway toward financial independence. I utilize an established process that puts our clients' needs first.

I start by understanding the 'who' and 'what' of your financial situation, and then create an individualized strategy that helps place you on track toward financial independence. I am ready to help our clients take control over their financial health, gaining financial independence.

I hold the Certified Financial Planner® designation. The CFP® Board awards the CFP® designation to individuals who successfully complete a 6-module professional education program, pass a final board examination, commit to its code of ethics and agree to pursue continuing education.

I am also privileged to mentor other financial advisors at our firm. My philosophy has always been to treat others as I would want to be treated. I am honored and privileged to work with clients from all walks of life. My mother, an immigrant, raised me with an emphasis on hard work and treating all individuals with respect.

A native Midwesterner, I was raised in Iowa, and got my undergraduate degree from Luther College. Studying at Hamline School of Law brought me to St. Paul, MN over 23 years ago. I live in the same community where I work, so I am never far from where I serve my clients. I am always available to meet with you on your schedule, including weeknights and weekends, to assist in whatever situation that may arise.

My family and I like to travel, play sports, foster dogs and attend trivia nights. I also enjoy spending time volunteering with local non-profits, including my church, Boy Scouts, local schools and Rotary.

Kit Gontarek, my Senior branch partner of four years, is here to help you with scheduling appointments and other day-to-day needs of your accounts.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Estate & Legacy Strategies
  • New Investors
  • Wealth Strategies

My Personal Interests

  • Community Outreach
  • Fishing
  • Hockey
  • Health & Nutrition
  • Art Museums

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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