I spent the first 10 years of my life working as a designer – primarily graphic design, but also theater set design, interior design and visual art (painting) where I was able to incorporate my meticulous attention to detail with my creative aptitude. Now I’m creative with the human side of money and building relationships with clients. I relish in finding creative financial solutions and developing detailed plans that help clients live their dreams.
When I’m not at work, I’m usually on the water in my rowing single training for local and national races. I’ve been rowing since college and love being out on the water, pushing my mind and body to its limit. I also enjoy running half-marathons, CrossFit, hiking the Superior Hiking Trail, and the occasional Tough Mudder obstacle courses. I’ve lived in three countries and six states and am a sucker for anything travel and adventure related.
Affiliations: Fee-Only Planning, Dare to Lead Trained, Chartered SRI Counselor (CSRIC)
Areas of Expertise: Mid-career Professionals, Socially Responsible Investing, Irregular Cash-Flow Planning (bonus, stock options, RSUs, ESPP, ESOP, etc), Career Planning, Education Planning, Marriage and Domestic Partnership, Single and Divorced clients, Financial Life Planning
My favorite things:
My family (including my two cats) and veggie pizza.
My greatest extravagance (under $100):
The British Arrow Awards at the Walker Art Museum in Minneapolis. If you haven’t attended this event, you should. It takes place in December.
In my spare time:
In my spare time I enjoy rowing, running, lifting weights; reading, sewing and refinishing antique furniture.
The Superior Hiking Trail.
Most effective saving tip:
Don’t give up what you want most for what you want now.
We build powerful relationships by working towards common goals
We make decisions with future generations in mind
We work directly for our clients and put client’s interests first
We learn and teach continuously
We hold ourselves accountable for pursuing the highest standards
We listen and keep an open mind