EDUCATION:
University of Minnesota B.S. Degree focused on Human Resource Management, Industrial Relations, and Sociology. Certificate in Human Services. Series 7, Series 66 registrations – Uniform State Securities and Registered Investment Advisor Minnesota, Florida, Massachusetts, Arizona and Wisconsin. Insurance Life Health Disability, and Long Term Care.
PERSONAL:
I live in Minneapolis with my husband Doug. I have two grown sons Joel and Jeff who are both married to Erin’s. Whenever I have time I love to fish and camp.
BACKGROUND:
I worked for a Financial Advisor while attending High School at John F Kennedy in Bloomington, MN. I really wanted to become an advisor, but I took a detour and worked and volunteered in the non-profit sector. For 10 years I directed the Emergency FoodShelf Network. I was able to secure additional stable funding for freezers, bulk purchasing and transportation for millions of pounds of food for the shelves. During my tenure, I managed the organization's move from a small, rented office to a purchase building with an office, warehouse and walk-in freezer.
I have been working as a Financial Advisor for over 15 years now and really enjoy assisting individuals, families, and businesses to strive to meet and exceed their financial goals.
