I am a Senior Wealth Advisor and Business Development Manager at USAdvisors Wealth Management. I have been fortunate enough to work in this rewarding industry for over two decades. My primary responsibilities encompass a wide range of financial advising tasks, including but not limited to legacy planning, retirement planning, trading, training new advisors and employees, marketing, and supervision. Legacy planning is my specialty, and I find immense fulfillment in working with different generations of families. Witnessing the love and compassion that families have for one another throughout the planning process is truly heartwarming.
Along my professional journey, I obtained several securities licenses, including the Series 6, 7, 63, and 66. These licenses have equipped me with the knowledge and expertise necessary to navigate the intricacies of the financial world. From these foundations, I have now differentiated myself even further by obtaining the Behavioral Financial Advisor (BFATM) designation. It is through this differentiation that I can continue to deliver value to you by helping you achieve your goals in alignment with your values.
One of the most rewarding aspects of my job is celebrating the accomplishments of our clients and advisors. Whether it's witnessing a client's retirement, their purchase of a classic car, or an advisor reaching a sales goal, I find great joy in seeing success in others. It is these moments that inspire me to continue working diligently on behalf of our clients and their families. Transparency is a core value that I uphold in my interactions with clients. I believe that by approaching our work with an open mind and an open heart, we can provide the greatest value to those we serve. Building trust and fostering meaningful relationships is at the heart of what I do.
Outside of work, I reside in St. Paul, Minnesota, with my husband, Eric. Together, we have two beautiful daughters, Lizz and Carolyn. When I'm not serving our clients, I find fulfillment in giving back to the community. I volunteer at Our Lady of Peace in St. Paul, a hospice facility that provided exceptional care to my father and at local schools teaching financial literacy to future generations. . I also enjoy instructing at our local gym. In my leisure time, I love exploring new places and immersing myself in different cultures. Traveling allows me to meet fascinating people, indulge in diverse cuisines, and broaden my horizons.