Having spent many years in financial services I have learned a lot about what is important to people in their lives. The conversations vary but the similarities remain.  Questions that pertain to retiring are not uncommon, but when and what that retirement looks like, can be very different. Taking care of family while still taking care of yourself so you are able to enjoy those retirement years is also important.  

The breadth of my experience in the financial services industry offers multiple perspectives and resources in helping you reach your short and long term goals. Having meaningful and productive conversations about what is important to you is at the core of any advice, financial or otherwise, and that is the core of my practice.  Listening, clarifying and ultimately creating that sound financial planning strategy that is based upon your situation allows you to navigate your present and future goals.  You'll discover I am passionate and committed to developing that personalized financial plan while providing ongoing support to ensure you're always on track.  

• NFA Arbitrator
• FINRA Arbitrator

• B.A. business administration University of St. Thomas
• Chartered Retirement Plan Counselor
• Certified Divorce Financial Analyst

• Insurance licenses for life, health, variable contracts in MN, FL, GA, PA, VA, TX, CO, AZ and CA license 0H30461
• Securities licenses 4, 7, 8, 24, 53, 63, 65 and commodities series 3

• Hospice Volunteer
• Past President of Metro SpeakEasy Toastmasters club
• Can Do Canines Board Member
• Speaker for Alzheimer's Association Education Programs

AK, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KY, MA, MI, MN, MS, NC, NE, NJ, NV, NY, OR, PA, SC, TN, TX, VA, VI, WA, WI