ABOUT ME

 

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 1999. I help clients succeed by listening and coordinating a strategic response to desired outcomes. I will partner with my clients to form a comprehensive financial plan, create an investment objective, manage family risks and put together financing for family or business needs.

I live in Plymouth, and serve clients in the Twin Cities area. I enjoy spending time with my husband, Patrick, and two daughters. I like yoga, skiing, pickleball, books, theater and new experiences with people and places. I have served on non-profit boards including as Board Chair at City of Lakes Waldorf School, Treasurer of Teenwise MN and as a member of Wayzata Theatre Boosters.

My areas of focus: Attorneys and accountants, Business owners, Executives

Education

  • U of MN Carlson School of Management: Master of Business Administration, Finance
MY OFFICE

 

800 Nicollet Mall
Minneapolis, MN 55402

advisor address map to800 Nicollet Mall
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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.