As a financial advisor, my role is to get to know what's important to you so that we can partner to look at the holistic picture and come up with a strategy for each individual. For complex strategies, I partner with CPAs and estate attorneys. I have been in the financial industry for 11 years. I spent most of my career at Wells Fargo in various relationship and sales positions. Overall, I have been very fortunate – living the dream and advancing in my career. However, there came a time when I wondered if I was I on track for retirement. How does retirement play into the rest of my goals? I wondered, “Why hadn’t anyone approached me to ask for my business?”
In my search, I found that there were so many people like myself wondering the same thing who could look to me as a resource, which is why I decided to make a career out of helping others with their finances. I get to partner with individuals and help them navigate through their life stages and show them how those stages can impact their goals. Most importantly, each custom strategy is unique since there is no-one-size-fits-all option. We live in the border of Lakeville/Apple Valley/Rosemount. In my spare time, I like to do family-oriented activities.
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