Email: [email protected]
Phone: (763) 201-1025
I am a financial advisor and CERTIFIED FINANCIAL PLANNER™ who has advised clients on a variety of wealth management issues for over 20 years. I serve in a lead advisor role for many of Paradigm’s clients, as well as in a portfolio management role.
I enjoy using my analytical abilities to help my clients, who have learned to rely on my broad knowledge base for help with virtually any wealth management issue. “I like the daily interaction with our clients, helping them problem-solve and achieve their retirement goals. It’s gratifying because they really appreciate the help and expertise that we offer.”
I have particular expertise in the areas of investing and retirement strategies for the affluent. I help clients answer their many retirement questions: “Can I retire?”; “How do I prepare for and build toward my retirement?”; and, “Now that I’m retired, how do I manage my money?”
I hold a bachelor’s degree in finance from Metropolitan State University, and am a CERTIFIED FINANCIAL PLANNER™. I grew up in Bemidji, Minnesota and currently reside in Coon Rapids with my husband Troy and children Kate and Jacob. I enjoy exercising, reading, and gardening.