I have over 20 years of experience in the financial industry. I have been the Executive Assistant to my favorite advisor, Ryan, for 19 years. If you’ve worked with Ryan, you have likely worked with me! I help clients with everything from scheduling appointments to opening accounts to answering your questions. I have experience in 403b accounts. I regularly assist advisors in helping our educators and government employees navigate their qualified plans.
Outside of the office, I enjoy travel (favorite country- Italy, favorite state- Vermont, and favorite city- New Orleans), live music (I’ve seen 3 Dog Night, Bon Jovi, Def Leppard, Cheap Trick, Billy Joel, Elton John, Tom Petty, and more), making jewelry, and knitting (more of yarn collector than a knitter!). I love live theater and the arts of all kinds. I currently live happily with my two favorite roomies: my cats, Quinn and Silly Goose. I’m looking forward to many future adventures such as an Alaskan cruise, a helicopter ride over the Twin Cities, and a train ride through Canada.