I help clients address their financial goals and develop strategies specific to their needs,. I have a great passion for helping people pursue financial success in all areas of their lives. I do this by taking the time to understand my client's entire financial picture. I am mindful of my clients goals & concerns in developing a plan they are comfortable with.
My career started when my father, a bank president in Caledonia, MN, hired me as a teller while I was in high school. Through my father, I learned the value of providing exceptional service and an appreciation for sound financial advice. I earned my Bachelor's degree in Business Administration from the University of Wisconsin La Crosse. I have worked in the financial industry my entire career, spanning for over 35 years.
I am a registered representative of LPL Financial and licensed insurance agent.
My husband Dave and I live in La Crescent, MN, where Dave runs his family-owned outdoor power equipment business. We have four children: a daughter who is raising her own family, a daughter who works as an RN in the area, a son who is learning the family business, and a son who is a journeyman in the solar technology industry. Together we enjoy outdoor activities in all seasons. Summers are spent at the family boathouse in Brownsville, MN. In the fall we enjoy ATV rides with family and friends.
Some of the honors I've received include recognition as a Women of Distinction* and am privileged to be named to the Senior Advisor Leadership team (SALT)**.
*Members of Women of Distinction 2019-2021 were recognized by CBSI, the representative's former broker-dealer, for networking and mentorship opportunities. Based on experience, GDC, performance with their investment program, and contributions to the industry.
**Members of SALT 2019-2021 were recognized by CBSI, the representative's former broker-dealer, for overall achievement, appointing them as a steering committee. Based on tenure, GDC, CBSI scorecard ranking, ethical standards and conduct, and participation in activities.
Contact Altra Financial Advisors
The professionals at Altra Financial Advisors are licensed to serve members in Arizona, California, Colorado, Florida, Iowa, Michigan, Minnesota, North Carolina, South Dakota, Tennessee, Texas, Washington and Wisconsin.
Meet our Advisors and learn more about the financial professionals serving Altra Federal Credit Union members! You may also contact us at 888.777.5211 or email Mark Thorn at m.thorn@lpl.com to schedule a no-cost, no-obligation consultation in person or by phone.
| Check the background of these investment professionals on FINRA's BrokerCheck. |   |
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Altra Federal Credit Union and Altra Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Altra Financial Advisors and may also be employees of Altra Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Altra Federal Credit Union or Altra Financial Advisors. Securities and insurance offered through LPL, or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Altra Federal Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.