As an Edward Jones financial advisor for the past 15 years, I have found my passion in helping people to be purpose driven in all aspects of life while feeling financially secure throughout their lifetime. I value my personal relationships with my clients and focus on what is most important to them and their unique financial needs. Many of my clients are business owners and executives who are successful at what they do and live remarkably busy lives. I help manage their financial life, so they have no need to worry. I collaborate with my clients to develop a strategy for sustained, long-term financial success, whether their goals involve creating, spending, giving, protecting or transferring wealth. I particularly enjoy working with charitably minded clients and families that seek to build multi-generational wealth in the most tax efficient way.

In cooperation with our clients, I leverage a team of trusted advisors to make sure we can take care of all facets of our client's financial life. I regularly collaborate with my clients' accountants, attorneys and other trusted professionals to make sure we are on the same page in helping our clients with financial success.

I am an avid learner and have earned my CFP® and ChFC® certifications with more pursuits ahead. I have held several leadership positions within the firm and for seven years I served as the MN Grassroots Task Force Chair, where I advocated on Capitol Hill and was instrumental in helping pass the recent Secure Act 1.0 and 2.0 which will benefit millions of Americans as they save for their future retirement needs. Most notably, I attended to the 2022 Barron's Women Advisor Summit as one of the top 40 female advisors in the firm, the Edward Jones Women's Conference (top 250 female advisors) and the Financial Advisor Leaders Conference (top 1,200 financial advisors).

Locally, I volunteer in the classroom and assist with fundraising events at my children's school. I am also involved with my kid's sports organizations in the community. In my free time I enjoy spending time with family and friends, going to work out classes, training for marathons, downhill skiing, traveling and listening to podcasts and books.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Personal Fitness
  • Reading
  • Volunteering

Office Information

Office Hours

Office Hours
Mon Closed for Holiday
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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