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 2011. I help clients succeed by surrounding them with a team of wealth specialists that tailor and implement financial plans to best fit their goals in life.

I live in Rochester, and serve clients in Southern Minnesota and across the nation. I enjoy spending time with my husband and two daughters, traveling the world and fitness cross-training.

My areas of focus: Doctors, Executives, Philanthropists

Education

  • Loyola University Chicago School of Law: Juris Doctorate degree
  • Washington University in St. Louis: Bachelor of Arts
MY OFFICE

 

155 First Ave Southwest
Rochester, MN 55902

advisor address map to155 First Ave Southwest
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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.