With a commitment to best-in-class service and a passion for analytics, I have spent my entire career in the financial services industry. Today I serve in a dual role as a Financial Advisor and Resident Director of Merrill’s Stillwater, Minnesota office. I began my career in 1998 at Piper Jaffray as a Sales Assistant and joined Merrill in 2009 as a Senior Registered Client Associate specializing in custom lending, estates, and trusts. In 2017, I transitioned to an independent practice of Thrivent Financial as Chief Investment Officer and Director of Financial Planning and returned to Merrill in 2021 as a Financial Advisor. Shortly thereafter, I assumed the role of Resident Director.

In my capacity as Resident Director, I have a passion for supporting, coaching, and mentoring the Financial Advisors and Client Associates in my office. My main initiative is to proactively support Advisors as they grow their businesses and to deliver the modern Merrill client experience standard. Emphasizing an open-door policy, I lead by example with honesty, integrity, consistency, impartiality, presence, encouragement, and celebration.

My career as a Financial Advisor allows me to connect my clients across the country to the global resources at Merrill and the banking convenience of Bank of America, including potential investment solutions, retirement and income planning strategies, trust and estate planning services, philanthropic giving, business solutions, banking, custom credit, and lending. I strive to bring calm and purpose as we navigate complex markets in an ever-changing economy. I am grateful and honored to be the first call they make for any and all things financial and to work with multiple generations of their families.

I graduated from St. Cloud State University with a Bachelor’s degree in finance and speech communications. As a Senior Portfolio Advisor, I can help clients pursue their objectives by managing on a discretionary basis using custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. An additional area of focus includes alternative investments* such as hedge funds, private equity, and non-exchange traded real estate. Additionally, I am a CERTIFIED FINANCIAL PLANNER^™, CFP^® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

Throughout my adult life, I’ve been dedicated to serving my community. Today I am an active member of Stillwater Sunrise Rotary and embrace their motto of “service above self.” I also enjoy teaching young adults about better money habits and investing. My husband and I live in Stillwater where we are raising our three young adult children. In my leisure time, I enjoy biking, paddle boarding, cross-country skiing, traveling, and reading.


*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.