Originally from Maryland, I now live in the Twin Cities with my wife and our two children. We've embraced the rhythm of Midwest weekends—often cheering from the sidelines of local fields, gyms, pools, and rinks (with water bottles and snacks) as we support our kids in their seasonal activities, or spending time in northern Wisconsin enjoying the outdoors and a change of pace.

I began my career in Washington, D.C. at Ferris, Baker Watts (now RBC Wealth Management) in 2004 and relocated to Minnesota in 2012. In the fall of 2024, I joined Baird, continuing my commitment to delivering thoughtful, personalized financial guidance. I’ve held the CERTIFIED FINANCIAL PLANNER® (CFP®) designation since 2012.

I specialize in building long-term, trust-based relationships with clients, helping them grow, protect, and transfer wealth. My approach integrates investment strategy, retirement income planning, and multi-generational wealth planning, all while carefully managing liquidity needs. I’m passionate about making a meaningful impact in the lives of the individuals and families I serve.

I’m a North Dakota native who moved to the Twin Cities after graduating from St. Olaf College. I currently live in Plymouth, MN with my husband and our two children. When we’re not busy with the kids’ activities, we enjoy visiting local nature centers, taking walks in nearby parks, or relaxing at home. You’ll often find me reading or playing Wordle.

I began my career in financial services in 2008 and have held a variety of roles over the years. Most of my experience has been focused on supporting advisors and clients with life insurance and long-term care planning. I’m excited to step into my new role as a Client Associate, where I can continue doing what I love—building meaningful relationships and helping clients feel confident and supported throughout their financial journey.