Financial

Certified Financial Planner - Kaplan Financial Certificate Program in Financial Planning Certified Divorce Financial Analyst- Institute for Divorce Financial Analysts

As an independent financial planner with over 20 years of experience, my business involves assisting clients with the areas of budgeting, risk evaluation, investments, taxes, retirement planning and estate planning. I am a Certified Divorce Financial Analyst and Certified Financial Planner, each requiring continued education in divorce analysis and financial planning. In 2012, I decided to expand the focus within my financial planning practice to include helping clients deal with the challenging financial issues of divorce and help them avoid common financial mistakes made during the process. Divorce can be the most emotionally and financially devastating period in someone's life and is typically the largest financial transaction most people will ever experience. I provide education and support during the difficult decision making process in order to help clients make rational and informed decisions that are in alignment with their dissolution goals. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Graduation Year : 1995

University Attended : Bachelor of Business Administration Concentration in Finance - University of Minnesota Duluth 1995