I joined Waddell & Reed in 2006 as a Financial Advisor, and moved to Jason Ledermann’s team as an Advisor Associate in 2010. I believe my previous five years as a retail sales manager were an ideal foundation for my work as an Advisor Associate. I enjoy helping clients balance their long-term goals with their day-to-day choices and walking them through the financial planning process. Attention to detail and good listening skills help me provide excellent customer service. I hold my Series 6, 7, 65 & 66 licenses along with Life, Accident and Health.
I live in Coon Rapids, MN with my two children, Noah and Mackenzie. I enjoy spending time with my family at our lake cabin in Western Minnesota, driving tractor for my Dad in the fall, reading and spending time outdoors with my kids.