“I was taught at a young age that nothing comes easy. It takes hard work and discipline to get what you want in life. My parents instilled this lesson to me and I applied it to everything I did – from ice skating to school work to starting work at the young age of 11 at our neighbor’s daycare.
Growing up I never thought that I would be a Wealth Advisor. After graduating from St. Cloud State University with an International Business and Marketing degree I began my career at Morgan Stanley in Wayzata and haven’t looked back. I moved with full steam ahead and opened my own practice in 2003.
In life there are many “Aha” moments or moments of reflection. In 2010, I stopped to take a look at my life and realized that I wasn’t truly happy. Things needed to change both personally and professionally for me. After a divorce, some soul searching and lots of support I can now say that I am exactly where I want to be in my life and feel that I am living my life to the fullest.
Through the bad things in life can come some of the best things. I believe things happen for a reason and that people come into our life for a reason. I am now even more empowered to help others. I love to help people – whether it be with their money or finding what truly makes them happy.
I love being a Wealth Advisor. I love to help people live and enjoy their life today but also to enjoy life in the future. I love the thank you notes I receive in the mail, establishing a personal relationship with my clients, attending their weddings or retirement parties but most of all I love watching my clients live their lives to the fullest with true happiness. “
You may mail a check and make it out to:
AM Charity Fund
5041 France Ave S
Minneapolis, MN 55410