Email: [email protected]
Phone: (763) 201-1025
As a Paraplanner, I compile and manage complex financial data for our advisors with a goal of simplifying the data into clear and concise reports for our clients. Because I have nearly 20 years of experience in the financial services industry, including office management and operations, I streamline our operations so the Paradigm advisors can better serve the needs of our clients.
I am motivated in my role here at Paradigm, to utilize my strong communication and organizational skills to assist our advisors, and I find it personally gratifying to play an important role in helping our clients achieve their financial goals.
I currently reside on a hobby farm north of the Twin Cities with my husband Brian and our two children Brooks and Hank. In my free time, I enjoy horseback riding, running, yoga, and the outdoors.