I have had the privilege of being in the financial services industry for nearly three decades. I take a personalized approach to each client’s needs, with the goal of providing clarity, confidence and a sense of financial wellbeing. I take great pride in not only guiding clients through their financial journeys, but also building long-term relationships. Many of my clients have become lifelong friends.
I grew up on a farm and ranch, where I learned the value of hard work, integrity and persistence – lessons that have shaped both my personal and professional life. I bring that same work ethic and commitment to every client interaction.
Outside of work, I enjoy spending time with family, my husband of 30 years, our daughter Michaela, currently living in Fargo and pursuing a medical career and our son, Logan, living and working in Colorado as a financial advisor.
Family, faith and community are central to my life, and I strive to bring those values into my practice. Helping people achieve confidence in retirement isn’t just my job – it’s my passion.
I also thoroughly enjoy working out and am involved with a great group of women in the Fargo/Moorhead area that love to encourage one another.
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.