I believe that life is about adventures, trust and finding the right people. It is my goal to be that trusted, right person to help you reach for your dreams, achieve your goals and live life to your fullest potential. I specialize in working with adventurous, motivated women and young professionals who are socially aware, value education and are looking for a partner to help plan for their future and leave a legacy for the next generation. I currently volunteer for the Financial Planning Association’s Financial Education committee, to help today’s students become tomorrow’s financially astute adults – I love learning from children and inspiring them to plan their own great futures.
She/Her/Hers (What’s this?)
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
Memberships:
Leadership:
Education:
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.
Favorite destination:
The Superior Hiking Trail.
Most effective saving tip:
Don’t give up what you want most for what you want now.