I was born and raised up north in Ely, and am the oldest of seven siblings. Every summer, my family would move from our home in town to the cabin, also known as the "shack in the woods." Growing up, I participated in community theater and was frequently asked to sing at weddings. I attended Vermillion Community College and later moved to the Twin Cities. My home is now in Blaine with my beloved dog Baxter whom I rescued from an animal shelter.
Working in the wealth management industry for over 35 years, I have extensive experience in client service and operations. I provide a wide range of client services including administrative support, operational issues, check requests and document processing. I also manage account cash requirements, process retirement plan distributions and handle account inquiries.
My interests include reading, practicing yoga, playing piano, and spending time with family and friends. I also love traveling and frequently visit Oregon to see family and the "shack in the woods" in Ely.
As a team, it is our mission to enhance the quality of clients' lives and bring prosperity and blessings to those we serve. My attention to detail and commitment to deliver the highest level of personal service to clients makes me an integral part of the team.
California Insurance Number: 0I16940