I began my career as a financial advisor in 1989, over 30 years ago, focusing on helping individuals plan for and live in retirement. I help them organize, grow and protect their wealth as well as create a strategy to pass the wealth on as they choose.

A native of Canby, MN, I earned a bachelor's degree in both political science and business administration from Concordia College in Moorhead, MN, graduating cum laude. I also hold the CRPC® (Chartered Retirement Planning Counselor) and AAMS® (Accredited Asset Management Specialist™)* professional designations.

I often work with three types of clients:

1. Those who are planning for retirement and looking for education on how to organize and grow their wealth.

2. Those who are living in retirement and need help creating an income stream.

3. Those in the agricultural community who need financial guidance, as I grew up on a farm and still own the family farm today.

Community involvement has always been important to me. Currently I serve on the Global Leadership Council for the Offutt School of Business at Concordia College in Moorhead, MN. I am also very active in Rotary, where I have served as president of my club, then district governor for Minnesota. I am a lifetime member of the American Legion Auxiliary.

My husband, Gary, and I both enjoy traveling, camping, backpacking, hiking, canoeing, swimming, fishing, biking and especially golf – as I am a co-owner of Stonebrooke Golf Club.

* The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Wealth Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 07:00PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

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