I enjoy taking the opportunity to help others in my profession. I have been honored to participate as a speaker at a variety of industry conferences: 

• ConnectED: San Antonio, TX - Panelist, "Tax Management: Sophisticated Options to Customize Your Client Portfolios" 
• ConnectED: San Antonio, TX - Panelist, The Power of Trust Services
• WealthManagement.com - Speaker on Income Distribution Planning
• Wealth Business Series: Minneapolis, MN - Panelist, Income Distribution Planning
• W Forum: Austin, TX - Speaker on Income Distribution Planning
• Advise 2020: Atlanta, GA - Panelist on Managed Money
• Ladenburg Institute of Women & Finance Symposium: Chicago, IL - Long Term Care Planning Panelist

I also serve as a mentor to other female advisors through the Women Forward Mentorship Program.

As a Company, our firm coordinates an annual supply drive with our clients to support local organizations. Organizations we choose to support for our supply drive are often called to our attention by our clients.

We are excited to host an Annual School Supply Drive. This year's recipient will benefit the Community OutPost (COP House). 

We appreciate our clients who help to make our drives successful!

With the help of our clients, we have had successful supply drives for

Pathways 4 Youth,

Compassion Connection,

Feeding Area Children Together (FACT),

Big Brothers Big Sisters of MN. 

In recent years, we have been fortunate to help provide financial and hands-on assistance to:

• Retired and Senior Volunteer Program (RSVP)
• Anna Marie's Alliance
• Terebinth Refuge
• National Alliance on Mental Illness (NAMI) - St. Cloud Chapter 
• Haitian Hustle
• Team Connor's Cure - St. Jude
• Local Education & Activities Foundation (LEAF)  
• Alzheimer's Association
• Great River Children's Museum

Photo: Walk to End Alzheimers

Beginning in 2017, our son has collected pop tabs for the Ronald McDonald House. To date, he has collected an estimated 70,000 tabs with the help of family, friends and clients. Our family sponsors five children through World Vision, Food for the Hungry and Compassion International. Each Christmas, we purchase gifts to help others through World Vision - chickens are a favorite in our family to gift as we enjoy our own backyard flock! 

My husband, Josh, and I have participated in mission trips and look forward to including our children on future trips. We believe it’s important to teach our kids these sorts of lessons in life – giving back to others is something that was instilled in us, and we want to instill that in our children as well.

In our community, Josh and I spend a lot of time and energy working with the Becker Blast Youth Softball Association. I have previously served as a Girl Scout troop leader and taught Girls Group, a church program focusing on girls in 4th and 5th grade. Helping to guide the next generation is something I feel strongly about giving my time to.