When someone learns that I have been a registered nurse, an estate planning and business attorney, and a financial advisor, it’s often their puzzled look that compels me to explain. While I sometimes joke that I get bored easily, the truth is that I love education and learning. Additionally, I have a life-long passion for advocacy, and that’s really the common thread that runs through both my professional life and my personal life.
So it’s not surprising that a few short years after graduating from the University of Minnesota School of Nursing with honors in 1988, I started thinking about a dream I’d long held: law school. “So? Go to law school!” my husband said. That really was a pivotal moment in my life. I’m not sure if I was waiting for permission (that would have been a first), but his endorsement was the green light to the next leg of my professional journey. I obtained my J.D. from William Mitchell College of Law cum laude in 1993, and “hung out my shingle” that fall. In 1995 I was recruited by a large financial services firm headquartered in Minneapolis, and eventually led a group of attorneys who provided financial planning services, training, and credentialing programs for the company’s 10,000+ financial advisors. While I had several more enjoyable and successful years at the company, I missed working one-on-one with clients, and decided to begin my own financial planning practice in 2004. I absolutely love my work and my clients, and use every bit of my background and education in my practice today.
My husband John and I have two sons and, on a calm day, just three dogs – although my work with Coco’s Heart Dog Rescue means we often have four or more at our house. I also enjoy volunteering at my son’s school and supporting the local food shelf. In addition to dog-walking, I like to spend my time reading, gardening, and just getting out in the beautiful outdoors, no matter what the weather. My husband and I travel and love to spend time with friends and family.