I am a Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional focused on comprehensive Financial Planning for Individuals, Small Business and Entrepreneurs As a CERTIFIED FINANCIAL PLANNER® professional at Edward Jones, I work with clients who value and desire a thoughtful and collaborative approach to the investment world. Having a purposeful and positive impact on the lives of the clien
ts I serve is an integral part of my professional character. Drawing from more than 25 years of strategic business acumen spanning family-owned business, leadership tenure across Ford Motor Company and General Mills, as well as, building a successful real estate and property management business coupled with an MBA from the University of Minnesota Carlson School of Business, my professional core is steadfast in delivering thoughtful guidance to the clients I serve. This is why I love the work I do as a CFP® professional, working closely with clients with specific needs to build a comprehensive financial plan focused on their unique vision and goals. In addition to serving clients, serving within my community is equally important to me. I am an active member of the Chisago Lakes Area Community, currently serving as the co-chair of the Chisago Lakes Area Community Foundation. I also served as the founder of the Chisago Lakes Early Literacy Project and Books Across Our Parks Little Free Library initiative, as well as, the Chisago Lakes PTO Reading Night Coordinator. Commitment to community was the key driver behind achieving the Chartered Advisor in Philanthropy® designation. I can help philanthropic-minded individuals plan for positive impact and create strategies that consider tax implications for their charitable giving in addition to planning for philanthropic impact in the context of wealth strategies. Member SIPC.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
