I bring a philosophy of balance and quality of life to my work, which is reflected in my approach to investing and wealth management – tailoring strategies to align with each client’s purpose for their money. My wealth management experience also spans several other industries, providing valuable context and perspective in my work with clients. My focus is working with individuals and their familie
s, including executives who can benefit from equity compensation planning. Being among the 20% – 25% of women advisors in the country, I especially welcome being an approachable and collaborative resource for women. Designations, etc.: Accredited Wealth Management Advisor®, Chartered Retirement Planning Counselor®, and Accredited Investment Fiduciary®. Thomas Nonprofit Fundraising Certificate series, is a member of the Financial Planning Association of Minnesota, and is a licensed Realtor®. Current board member of the Twin Cities International Wine & Food Society’s Twin Cities chapter, and previously served on the Board of Directors for Minnesota Independence College and Community. An avid outdoor enthusiast with many interests, I especially enjoy fly fishing, skiing, bicycling, and sailing. I am also a student of guitar and Italian.
