As a financial planner, I’m excited about helping clients pursue their financial goals so that they can focus on the most important things in life. I started my journey over a decade ago as a client. In 2022, I decided to follow in my father-in-law’s footsteps to become a financial planner, and have been working alongside him ever since. I hold Series 7 and 66 licenses and am proud to be a CERTIFIED FINANCIAL PLANNER® professional.
At Midwest Wealth, we are committed to putting your interests first. As a small, family-owned business, we’re dedicated to treating our clients like people, not numbers. I’ll work to break down any recommendations and strategies in easy-to-understand language, so you feel knowledgeable and confident in your financial strategies. I look forward to being here for you in every stage of your life!
My husband, Steven, is a pastor in Fargo. We have been married since 2014 and have a son and a cat. In my free time, I enjoy playing violin with the Fargo Moorhead Symphony Orchestra, eating good food and spending time with my family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.