As a Private Wealth Advisor Managing Director, 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 2002. I help clients succeed by inspiring them to make better decisions by understanding what is important. Together we create a custom wealth plan based upon their goals and aspirations that serves as a guidepost for decision-making and identifying relevant strategies. Wealth planning is a personal experience and I take your financial success seriously.
I live in Arden Hills, and serve clients in Twin Cities. I enjoy spending time outdoors hiking, gardening, kayaking or playing in the snow with my husband, our two children, and our dog. I also like reading, cooking, practicing yoga, and have traveled to more than 25 countries. I am an active member of the Financial Planning Association of Minnesota and Twin Cities Estate Planning Council.
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.