Helping clients understand and prepare for the future is at the heart of what I do. Listening to their stories and learning about their unique journeys enriches my work every day. With over 30 years of investment management experience, I proudly serve individuals, corporations, and institutional clients, guiding them through their financial needs.
I find immense joy in working with my amazing clients and continuously learning about the ever-evolving investment markets. By studying these markets, I determine how to set up our clients’ investments in ways that align with their financial goals and dreams.
A long-time Minneapolis resident, my educational journey began with a Bachelor of Science degree in Business from Marquette University in Milwaukee, followed by an MBA in Finance from the University of Chicago. My early career at Procter & Gamble provided valuable experience in accounting and finance, and yes, I now know a fair amount about making toothpaste! Over the past three decades, I've worked at local investment firms and taught finance at St. Catherine University and Metropolitan State University. Before joining Guardian Wealth Advisors, I served as a Portfolio Manager and Director of Marketing and Client Services at Kopp Investment Advisors.
Growing up in a small town in Wisconsin, my college experience was a significant transition, with more people living on my dorm floor than in my entire high school class. This change sparked my love for new experiences and learning.
Outside of work, I enjoy running by the beautiful Minneapolis lakes, biking, reading, and attending plays. Spending time with family and friends is a cherished part of my life. I also have a long-standing involvement with Agate, a housing-related human services organization, reflecting my interest and commitment to their mission.