I hold a strong belief that everyone deserves to feel secure about their financial future. It's incredibly rewarding to know that I can help open new accounts for clients, setting them on a path toward investing in their future. As the Associate Vice President of Operations, I serve as your go-to for account openings, funds transfers, account servicing needs, and any general assistance you may require.
My journey began at Winona State University, where I earned a Bachelor of Arts degree in Sociology with a minor in Psychology. Initially, I worked as a counselor at a group home but soon found myself drawn to the structure and paperwork of office life. In 1992, I transitioned to the financial sector with my first role at Kopp Investment Advisors, where I spent over 15 years. Now, having been with Guardian Wealth Advisors for nearly 20 years, I can confidently say that the office job was the right choice for me.
Outside of work, I enjoy reading, creating photo books, and experimenting with new recipes. Daily walks are a cherished routine, whether I'm accompanied by family and friends, or simply listening to audiobooks on my own. My husband and I have had the joy of raising two children, who were actively involved in volleyball, hockey, choir, and musical theater during their younger years. Now grown, we cherish our yearly cruises and time spent at the family cabin in northern Minnesota.