Financial Planning Leader | Scalable Wealth Systems | AI-Enabled Advisor Experience
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CERTIFIED FINANCIAL PLANNER™ professional with 10+ years of experience leading client relationships while designing scalable, high-quality financial planning processes. Combines deep expertise in tax-aware planning, high-net-worth client management, and advisor development with a systems-oriented approach to improving how advice is delivered. Focused on leveraging AI, automation, and structured workflows to enhance advisor productivity, streamline planning processes, and deliver consistent client experiences at scale.
Brings a unique cross-functional background in software development, project management, and systems design—enabling strong collaboration across product, operations, and technical teams.
Financial Advisor - Bond & Devick Wealth Partners - St. Louis Park, MN
(2023-12)
Financial Advisor, CFP® - Confetti Wealth (Ameriprise Financial) - Edina, MN
(2022-07 - 2023-08)
Wealth Advisor - Thrivent - Oakdale, MN
(2013-08 - 2022-07)
Project Manager / Instructional Designer / Software Development - Multiple Industries
(2000 - 2013)
M.S., Instructional Design
2000 – 2007
Activities and societies: Research Assistant for the Center for Research of Innovative Technologies for Learning, International Honor Society and Professional Association in Education (Pi Lambda Theta), Association for Educational Communications and Technology (AECT), Instructional Systems Student Association at Florida State University
Earned doctoral candidacy status after completing 43 hours of doctoral coursework and passing qualifying exams. Chose to not continue doctoral program due to residency issues and financial considerations. Graduated with a 3.89 GPA.
Assisted in content coding as the only distance collaborator for “What is AECT REALLY about? A content analysis of the convention program over the past 5 years.” AECT Convention, Orlando, FL, 2002.
Specialized in online and distance learning, which resulted in earning a certificate in distance learning.
Earned certificate in human performance technology, which required coursework in instructional systems, program evaluation, human resource development, change management, and managing instructional development.… more
M.S., Software Engineering
2000 – 2004
Activities and societies: Research Assistant for the Center for Software Testing Education and Research, Teaching Assistant for the Computer Science Department, Coordinator and Technical Instructor for the Technologies for Enhanced Learning Lab, Student Chapter President of Association of Women in Computing (AWC), Association of Computing Machinery (ACM), Local United Way Torch Society Member
Specialized in software testing under Dr. Cem Kaner at the Center for Software Testing Education and Research and graduated with a 3.59 GPA.
Completed internship doing automated testing at Engenio Information Technologies (Formerly LSI Logic Storage Systems) where I analyzed test cases as part of 3rd generation test automation effort and developed test automation scripts using action words.
Accepted into computer science doctoral program, chose to pursue instructional design doctoral program.… more
Skills: Analytical Skills, Communication Skills
B.S., Communication
1996 – 2000
Activities and societies: Student Chapter President and Founding Historian of Phi Eta Sigma, Editor in Chief for Crimson (official student-run newspaper), Blue Key National Honor Fraternity
Specialized in technical writing with an earned 3.6 GPA
Additional graduate coursework in Computers in Education, Educational Statistics, and Educational Software Evaluation and Design… more
Skills: Analytical Skills, Communication Skills
think2perform
CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
Issued Oct 2020 · Expired Sep 2022
The American College of Financial Services
Issued Jan 2016 · Expired Dec 2021
Certified in Long-Term Care (CLTC)
The Corporation for Long-Term Care Certification, Inc.
