As a Senior Wealth Advisor and Business Development Manager at USAdvisors Wealth Management, I bring over two decades of experience helping clients navigate the financial world. Specializing in legacy planning, retirement planning, and multi-generational wealth strategies, my primary mission is to help you achieve your goals in alignment with your core values.
My professional foundation includes key securities licenses (Series 6, 7, 63, and 66). To deliver even greater value, I have further distinguished my practice by earning the Behavioral Financial Advisor (BFA™) designation, ensuring a holistic, client-first approach to wealth management.
Outside of work, I live in St. Paul, Minnesota, with my husband, Eric. Giving back to the community is deeply important to me: I volunteer at Our Lady of Peace hospice facility and taught financial literacy in local schools. In my free time, I love traveling, exploring new cultures, and meeting fascinating people.
Ready to build a lasting legacy and secure your financial future? Schedule a conversation today to start your journey.