Qualifications
I have been working with clients to help achieve their financial goals since 1987. I graduated from the University of St. Thomas, St. Paul, Minnesota. I joined the Minnetonka office of RBC Wealth Management in 2002, after realizing the importance of working with a firm whose primary goal is giving the best client service possible. Previously, I worked at Piper Jaffray Inc. for eleven years and Salomon Smith Barney for five years.
In 2006, I earned the firm’s internal, professional designation of Accredited Wealth Manager (AWM) through an education program sponsored by RBC Wealth Management and Michigan State University. By attaining the AWM designation, I have demonstrated advanced knowledge of the firm’s wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies, and estate and trust planning strategies.
Personal
Having been raised in rural Minnesota, I currently live in Maple Grove, a Minneapolis-St. Paul suburb. I enjoy being active in my community. I currently serve as Chairperson of the Maple Grove Lutheran Foundation. My interests outside of work include spending time with my family, playing golf, running and traveling.
