Financial Advisor Profile
Been in the financial services industry for 29 years. I have extensive knowledge in both the trust and brokerage fields. I specialize in doing a taking a look at a clients comprehensive financial picture to determine the right product that fits their financial goals & needs. I can help you with stocks, fixed income, mutual funds, retirement plans ie IRA’s, 401(K) rollovers, tax-deferred annuities, insurance and more. Earned her Certified Trust Financial Advisor (CTFA) in 1996. My Series 7 & 66 licenses in 2003 and recently my Life & Health License.
|Member of St John Lutheran Church
Member of P.E.O. Chapter AQ, currently serving as Treasurer
Habitat for Humanity
Previously in SD was active in: United Way as an Account Executive; Watertown Community Foundation as Trustee; Kiwanis Club International, board member
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Mutual funds, annuities, and other investment products:
Not FDIC-insured May lose value No bank guarantee
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