I started my career as a financial advisor at IDS Financial services in 1991, where I spent 14 years working with families and small businesses.
In 1998 I obtained my CFP® designation. Through Kaplan, I taught CFP® curriculum courses at The University of Minnesota, Metro State University, and the University of St. Thomas while I was an advisor. I earned my ChFC® designation in 2002.
In 2005, I was offered a position at Woodbury Financial Services and sold my practice. This led to leadership positions at Woodbury Financial, Ameriprise Financial, and Portico Benefits Services.
My heart led me back to working with clients, and in 2017 I joined Midwest Secure Retirement.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.