I'm passionate about learning what is most important to my clients, understanding their complex financial picture, and guiding them on their financial journey to achieve their goals. With over 16 years of experience in financial services, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission as a Financial Advisor is to provide every client with targeted, comprehensive financial advice and portfolio management ideas - delivered with the highest level of personal service and professional integrity.

 

I graduated from The University of Minnesota- Twin Cities with bachelor’s degrees in both Psychology and Journalism & Mass Communication. Taking my love of learning about people and what drives them along with my skills in communication, I began my career in financial services as a Banker with Wells Fargo Bank in Minnesota. As I progressed within the bank I leaned into financial planning, working side-by-side with other financial advisors as a Senior Premier Banker in Madison, Alabama.

 

I strive to help each one of my clients plan for a financial future in a way that best meets their goals. In addition to helping my clients, I am committed to helping my community. I am currently the Secretary for the Bob Jones High School PTSA and volunteer with Girl Scouts of North Central Alabama. Outside the office, I am an avid reader, video gamer, and love to travel- especially internationally. My husband, Dillon and I live in Madison with our daughter, Lyra.

 

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 I 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.

 

The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to our team of seasoned professionals within Wells Fargo banking and lending affiliates to help you meet your borrowing needs.

 

Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.