Meet the Team

My parents came to the United States as political refugees after the Vietnam War.   

My parents were hard working farmers, but our family struggled financially because my parents did not understand how the US financial systems worked and had no investment knowledge and experience to create a better financial outcome.

My experience growing up with financial struggle inspired me to pursue my financial planning career to help myself and others like my parents – towards accumulating and building wealth in pursuit of a stronger financial future.

Today, I am a CERTIFIED FINANCIAL PLANNER® professional with over 18+ years of experience in the financial industry. I have spent over a decade helping individuals, families and small businesses build and preserve their wealth through financial planning.  

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.

I grew up in a small town of Glyndon, MN. I started working at 10 years old doing babysitting jobs and when I was 14 started working at the local Tastee Freez. After I graduated high school, I went to technical college for Legal Administrative Secretary. While going to college I worked at a bank as a teller and there is where my love for helping people really began.

I worked my way up to an administrative assistant and never looked back. I thoroughly enjoyed my position because I was able to support others in pursuing their goals. I continued for 20 years in administrative positions in banking as I found it inspiring to help clients with their finances. I married my high school sweetheart and we recently celebrated our 30th wedding anniversary. I have two sons, a daughter-in-law and a grand child on the way.

Family is everything to me and one of the reasons I quit banking and went to the schools to work, so I could be home for my boys as they grew up.

I realized that helping others was my passion in life. Seeing others pursue their goals with my help fulfilled me deeply.

I moved to the lake a few years ago and enjoy the peace and quiet it brings. I love to cook and try tons of new recipes. I also enjoy walks, reading, and most of all spending time with my family