Email: [email protected]
Phone: (763) 201-1025
As Paradigm’s Client Services Manager, I serve as Paradigm’s concierge. As the first point of contact for clients, I handle most day-to-day operational needs for the firm and our clients. I have specialized in Client Services for over 20 years, all of them at Paradigm.
I take an active role in managing clients’ financial plans, helping to track their progress and ensure that they are on track to retire when they want, with the assets to do so. “I enjoy helping our clients reach their financial goals, and feel proud knowing that we made an impact and played a part in helping them attain them.”
I earned a bachelor’s degree in finance from Metropolitan State University. I have also earned the designation of Financial Paraplanner, FPQP™, from the College for Financial Planning. I live in Elk River with my husband Andy and children Drew and Ellie, where I enjoy spending time outdoors and gardening.