As a Senior Financial Advisor with more than 15 years of experience, I believe that sound financial strategies require planning, discipline and common sense. I work with individuals, families, and business owners to develop and implement investment plans that align their personal values with their financial goals. I am committed to professional integrity and delivering my clients the highest level of personal service. Part of that is being in my clients lives during critical decisions and major milestones. Im able to help them navigate the hard times, but also get to celebrate their successes and lifes happy moments. I am dedicated to being a support system in all things related to finances, whether it be retirement, divorce, the death of a loved one, or birth of a grandbaby. My focus is on planning for the future. There are many things we cannot control, including the market, so while working with my clients, I strive to build plans for the best- and worst-case scenarios to help ensure my clients are prepared for lifes many changes. I grew up in St. Paul and attended Nativity and Cretin-Derham Hall before heading to the University of Wisconsin-Madison to get my bachelors degree in finance. Now, I reside in south Minneapolis with my husband, Aaron, and two sons, Axel and Knox. My boys attend Nativity of Our Lord school, which is a short walk from my office on Grand and Fairview in St Paul, and one of the reasons I know Ill eventually retire from this office. Aaron and I enjoy local sports, art festivals, traveling and theater, and are excited to share those hobbies with our sons are they grow older. * Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. * This information is intended for use by residents of MN, AZ, CA, FL, IL, MA, MD, ME, MO, NV, NC, OR, OH, SD, SC, WA and WI only 