I joined Baird in June of 2023. Prior to joining Baird, I was a Senior Wealth Advisor with Bremer Wealth Management working with individuals, trust accounts, estate settlement and investment management. I am FINRA 7 and 66 licensed. I hold a Bachelor of Arts degree in Psychology from Arizona State University and a Master of Science degree in Counselor Education from Winona State University.
I’m committed to building strong relationships and ensuring my clients are confidently prepared for their financial future. Growing up without the luxury of inherited wealth or the certainty of a comfortable retirement, I learned the importance of financial security early on. This sparked my passion for diligently saving and strategically planning to ensure I always had financial stability.
Today, as a financial advisor, my mission is to provide reassurance and guidance to clients navigating their unique financial journey. My education in psychology and counseling amplifies my ability to deeply connect with each client, especially women who are navigating the financial uncertainties of divorce or the loss of a spouse. I focus on understanding each client’s personal story and financial goals, empowering them to build a secure, independent future.
Through personalized strategies and asking the right, sometimes hard questions, I help my clients turn financial challenges and transitions into opportunities for growth and reassurance. Let’s build your secure financial future together.
I live just outside of Rochester on our family farm. My husband Jason and I have two children, Tyler and Aiden who keep us busy with basketball, baseball, football and soccer. We enjoy being outside, working on the farm and spending time at our family cabin in Northern, WI. If I have free time, I’ll be reading a good book or going for a walk to listen to a good podcast.