I am most passionate about helping lead clients toward building strong financial habits and being a dependable resource when navigating complex situations both financially and otherwise. Service, empathy, and honesty are my guiding principles when working with my clients.
I am most fulfilled when I can help a client understand their financial situation in a way that isn’t overwhelming or scary. Once we have a solid understanding of your situation, we can start building a plan for a more rewarding and confident financial future. From there, I work closely with our portfolio management team to ensure your portfolio remains aligned with your overall goals.
While attending the University of Minnesota, I quickly identified a passion for financial planning and investing and graduated with a degree in Finance from the University of Minnesota’s Carlson School of Management. I was incredibly blessed to attend college on a full ride scholarship after being awarded the Chick Evans Scholarship for Caddies.
Before joining Guardian, I gained experience at another wealth advisory firm in the Twin Cities, gaining hands-on experience in financial planning and investment management while pursuing my Certified Financial Planner designation.
Outside of the office I am happiest spending time outdoors. Some of my favorite activities are hiking, fly fishing, and canoe camping trips. Spending time with my friends, my family and their two dogs is also extremely important to me.