MEET YOUR PLANNER
Wildly protective, I once stood between a wolf and my sixteen-year-old Chesapeake Bay Retriever, Lucy. I protect people too. That’s why I started Create. More on that in a minute. I love ballroom dancing, kayaking, bicycling, motorcycle riding, camping, and dressing up for anything. To make the most of the MN winters I cross country ski and snowshoe. I enjoy stand-up comedy, music, reading, board games, sometimes I dabble with paint, photography, writing, or jewelry making. For a puppy fix I also walk dogs. My dog before Lucy was Tommy, a St Bernard who came to me at 8 ½ years old, a rescue in poor health, whom we pampered like a lap dog, he lived to be almost twelve. I’ve been vegan since 2004, and my boyfriend hunts. I respect that he respects nature, my values, and he doesn’t tell bacon jokes; they get old after several years. None of my friends or family are (currently) vegan. I don’t judge or I’d be very lonely. By the way, how can you tell if someone is vegan? You can’t, but they’ll tell you immediately.
Being a CERTIFIED FINANCIAL PLANNER™ and in the insurance and financial services industry since 2002; Create Financial Planning was born out of ten years of working at the corner insurance agency – serving 6,000 households, then seven years working for big organizations. I craved deep relationships and helping people understand what they were doing and why; people overlooked by big companies. I have experience working with people with millions of dollars, yet I believe everyone deserves advice, even if you are new to saving. I am a fiduciary fee only trusted advisor that you can come to for honest advice, and not worry about commission sales. I want to protect you from stress, taxes, and life’s plot twists.