I work as a Portfolio and Relationship manager for Carlson Investments. Here at Carlson, we manage investment portfolios for our clients through individualized advice. We have serviced families, institutions, and non-profits for over 35 years. As a fiduciary, we put our clients first. We have zero commissions or pushed products. 

With over 25 years of industry experience, I can help organizations strengthen their financial sustainability and stewardship. With deep knowledge of investment strategies, endowment management, and long-term planning, I can guide boards and executives in aligning mission-driven goals with sound fiscal management. I help nonprofit leaders build confidence in managing resources responsibly and planning for lasting success. It's important to me to build partnerships by leading with empathy and keep the mission of the organizations I work with at the forefront.