To make a difference -- that is my goal. My passion is to continue to make a difference in my community and the way people think about what a financial advisor will do. I partner with my clients, in good times and bad, to help keep them on track throughout their lives and their children's lives. I understand that workdays can get busy and tough to work around, so I have a flexible schedule with some nights and weekends as an added convenience for you.
This year, I moved into my new office by Sam's Club in Hermantown! I thoroughly love my new location and hope to host an event next year for all to attend.
My husband, John, is a UMD grad and works as an engineer. He was also on the 2018 Men's US Olympic Curling team that brought home the gold! I am SO proud! We are members of Ridgeview Country Club and enjoy the summer on the golf course, as well as our time in the Duluth Curling Club in the winter. Our family also includes our yellow lab, Winnie, and golden retriever, Tilly! We are frequently found around town at parks, trails and dog-friendly patio restaurants. If you see us, please stop and say "Hi!"
I love educating individuals on what they have, as well as if they have other options. I provide complimentary portfolio reviews and recommendations to help meet your goals. I enjoy taking the time to understand each and every goal and develop the strategies to address them. Family is important, so we will also talk about planning for the unexpected (I want your legacy to go how you want it to).
By making a difference for one more family, I feel that we make a difference in the future. I can make a difference in 401k options that business owners offer our community, in-depth retirement planning, life's unexpected moments, a persons' comfortability in what they own, savings for education or your next big trip, helping to protect assets and helping to make a difference in my family's life -- in your life.
How can we make a difference in your future? Call today!
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