About Me

My Mission:
To bring clarity and order to an individual’s daily management of bills, budgets and record keeping in an ethical and trustworthy manner.

I care about people and to me — your financial health is important! My services will help you maintain independent living and peace of mind to you and your family.

I am sensitive to the needs of my clients. I am unassuming. My optimistic personality is a perfect fit for making my clients feel comfortable sharing their financial situations.

Professional Experience:
Vice President of Finance at Builders Development & Finance, Inc. – Wayzata Minnesota for 32 years.

  • Proven Financial accounting, treasury management and computer programming skills combined with excellent problem-solving skills.
  • Experienced in Daily Cash Management
  • Maintained investment and other accounts on a daily basis.
  • Maintained and responsible for dealing with bankers and other lenders
  • In charge of preparation of monthly and yearly financial statements of parent company and six subsidiaries
  • Highly skilled in Excel, Word and Quicken

College of St. Catherine, St. Paul, MN – B.A. Accounting
Culver-Stockton College, Canton, MO – B.S. Business Administration and Economics

Board of Trustees – Culver-Stockton College, Canton, MO
Advancement Committee – Assistant Co-chair Culver-Stockton College, Canton, MO

Licenses & Designations:
Seniors Real Estate Specialist Designation thru National Association of Realtors
Member of the National Association of Realtors
Member of the St. Paul Association of Realtors
Realtor licensed by Keller Williams Preferred Realty

Start typing and press Enter to search