During my 20-year career in the financial services industry I have been fortunate to work with families from all walks of life, small business owners and professional athletes. I really enjoy getting to know my clients, and I take the time to listen and really understand their needs so I can better develop customized plans to help them meet their goals. Working closely with their legal and tax advisors, I am an advocate for my clients’ financial visions. Whether their goals are being able to retire early, developing philanthropic opportunities or providing for their children’s education, my success is knowing that I have helped my clients work to achieve their financial dreams, whatever they may be.
I began my financial career as an intern at Salomon Smith Barney while finishing my degree at the University of St. Thomas. After graduation I spent fifteen years as an advisor at the firm which eventually became Morgan Stanley. Looking to do more with my approach of providing transparent advice with a complete wealth management plan, I co-founded MBKS Family Office in March of 2016.
Outside the office I offer my financial knowledge as a member of multiple committees. My free time is spent with my husband and three kids at one of the local hockey rinks, baseball fields or at our favorite vacation spot - Piney River Ranch in Colorado.
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. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 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 and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 4,004 Twin Cities-area wealth managers were considered for the award; 630 (16% of candidates) were named 2021 Five Star Wealth Managers. 2020: 3,606 considered, 589 winners; 2019: 3,504 considered, 671 winners; 2018: 2,622 considered, 591 winners; 2016: 2,083 considered, 854 winners; 2015: 2,673 considered, 825 winners; 2014: 1,931 considered *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.