Meet Our Team

With over 23 years of experience in financial services, I am dedicated to helping individuals and their families develop financial and investment strategies that align with their values in an effort to optimize their ability to meet their goals. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management delivered with the highest level of personal service and professional integrity. My extensive experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific financial objectives and family dynamics.

I began my career in the financial services industry in 1999 and quickly concluded that I wanted to dedicate my practice to assisting clientele with their holistic life management needs. In 2003, I became a financial advisor and have worked to support investment needs of Rochester-area investors since. I have been recognized as a Five Star Wealth Manager* in 2014, 2015, 2018, 2019, 2020 and 2021. In 2018 and 2019, I was also recognized by Working Mother Magazine as a Top Wealth Advisor**. Away from the office I enjoy spending time with my two children, traveling, and physical fitness. The last thing you need in your busy life is a complex web of financial relationships.

It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies we use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs. We can work with you and your other advisors including your CPA and attorney to develop an estate planning strategy for your circumstances. This practice does not provide legal or tax advice.

As a Portfolio Manager in Private Investment Management, I implement a consultative process where I oversee the development of each client’s personal investment plan. This process is further enhanced with the use of Envision® investment planning tool. I begin with a comprehensive review of my client’s goals and priorities. After I have helped the client define measurable goals, we then begin the process of designing, implementing and monitoring their investment portfolio.

* This award was issued by Five Star Professional (FSP) in September 2014 for the time period October 2013 through August 2014. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria:

1.      Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C.  Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F.  Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients;  6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary clients and/or non-discretionary client assets administrated; 9. Number of clients households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients.  The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 1,931 Minneapolis-St. Paul wealth managers were considered for the award; 844 (44 percent of candidates) were named 2014 Five Star Wealth Managers. Visit fivestarprofessional.com. Self-completed questionnaire was used for rating.  This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 

Award issued in September 2015, Five Star Professional (FSP) for the time period October 2014 through August 2015, 2,673 Minneapolis-St. Paul wealth managers were considered for the award; 825 (31 percent of candidates) were named 2015 Five Star Wealth Managers.

Award issued in September 2018, Five Star Professional (FSP) for the time period October 2017 through August 2018, 2,622 Minneapolis-St. Paul wealth managers were considered for the award; 591 (23% of candidates) were named 2018 Five Star Wealth Managers.

Award issued in September 2019, Five Star Professional (FSP) for the time period October 2018 through August 2019, 3,504 Minneapolis-St. Paul wealth managers were considered for the award; 671 (19 percent of candidates) were named 2019 Five Star Wealth Managers.

Award issued in September 2020, Five Star Professional (FSP) for the time period October 2019 through August 2020, 3,504 Minneapolis-St. Paul managers were considered for the award; 671 (19 percent of candidates) were named 2019 Five Star Wealth Managers.

Award issued in September 2021, Five Star Professional (FSP) for the time period October 2020 through August 2021, 3606 Minneapolis-St. Paul wealth managers were considered for the award; 589 (16 percent of candidates) were named 2021 Five Star Wealth Managers. 4004 Minneapolis-St. Paul wealth managers were considered for the award; 630 (16 percent of candidates) were named 2020 Five Star Wealth Managers.

Award issued in September 2022, Five Star Professional (FSP) for the time period October 2021 through August 2022, 4544 Minneapolis-St. Paul wealth managers were considered for the award; 622 (14 percent of candidates) were named 2022 Five Star Wealth Managers. 4004 Minneapolis-St. Paul wealth managers were considered for the award; 630 (16 percent of candidates) were named 2021 Five Star Wealth Managers.

** The Working Mother’s Top Wealth Advisor Moms ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

The PIM program is not appropriate for all investors.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.  The minimum account size for this program is $50,000.