My 15-plus years in the financial services industry shaped me into an advisor who takes the time to listen, educate, and establish plans with my clients and to partner with them on achieving their goals.
After growing up in beautiful Stillwater, MN I completed my undergraduate Bachelor of Arts degree from the University of St. Thomas in 2001.
I started my financial advising career with Salomon Smith Barney and spent fifteen years with the firm which eventually became Morgan Stanley. Wanting to continue my passion of advising families, offer a complete wealth management plan, and offer independent advice I co-found MBKS Family Office in March 2016. My role as your advisor is to work alongside you, your family, and your other professional advisors to put a plan into place to address all areas of wealth management and family support. My goal is to help make the process less intimidating and easier to understand.
Outside of the office you will find me enjoying time with my husband and three kids at local and national parks, golfing, skiing, and lots of hockey!