During my years in investments and wealth management, I noticed a gap in financial knowledge. I saw clients glaze over – bored or confused by what was being presented. They often said it was like we were speaking a foreign language. So, they disengaged. Who could blame them?
Statistics tell us women typically outlive their husbands. Let me help you proactively gain a comfort level and knowledge in this incredibly important aspect of your life. Let's talk about your values around money, any fears surrounding the topic and move forward in a positive, powerful way.
Call me crazy, but I think this stuff is interesting—even exciting! However, I've learned that not everyone shares my interest or enthusiasm in talking about money. But these conversations need to happen.
Let's have fun, learn the lingo, tell our stories and help each other move boldly into the front seat of our financial journey.
Isn't it time to take control of your financial journey?
let's talkI spent more than 30 years in corporate America, working primarily in investments and wealth management at highly regarded institutions such as Cargill, Piper Jaffray and U.S. Bank. Four years into my career I had the amazing opportunity to work for Waycrosse, Inc., the family office for the Cargill and MacMillan families, primary owners of Cargill, Incorporated. Managing the investments for one of the wealthiest families in the United States was an incredible experience.
At Piper Jaffray, I transitioned the wealth of executives and founders of companies as they experienced liquidity event triggers. I continued my extensive Ultra High Net Worth investment experience at U.S. Bank, working with individuals, families, Foundations and Charitable Trusts. I personally managed $800 million in assets under management (AUM) and supervised a team managing $5 billion in AUM.
Business Management – College of St. Scholastica
Masters in Business Administration (MBA) – University of St. Thomas
Certified Financial Planner (CFP®)
Certified Career Coach - Adler Graduate School
Results-Based Trained Coach - Neuroleadership Institute
Top Women in Finance Honoree
Reserve Elite Award Recipient
Founder of Women of Wealth Management Group
Member of Finance Committee for Girl Scouts River Valleys
Lake 26 Property Owners Association, Treasurer
I love creating powerful, meaningful relationships. I enjoy motivating and encouraging people to stretch and go beyond their comfort zone. I prefer to see others succeed and enjoy the limelight, while I remain proudly in the background.
I believe that everyone can understand, and yes, even like investments.
I grew up in International Falls, Minnesota—the ice box of the nation—in a very outdoorsy family. I am married to my wonderful husband, Nathan. Our son, Tyler, his wife Steph, and our Grandpuppy Oakley live just ten minutes from us.
We have a cabin on a small lake near Danbury, Wisconsin where we enjoy hanging out most weekends. We love to travel and our vacations usually include the ocean. The ultimate trip we took was to Australia and New Zealand when Tyler did his study abroad in Sydney. Snorkeling at the Great Barrier Reef was spectacular!
I am delighted to be starting this new adventure and fulfilling what I know is my passion. I believe with all my heart this is my purpose. I would be honored to have you join me and experience the difference increased financial confidence will have on your life!
I'd love to hear from you! Please send me a message and I will get back to you.