Broker Check


Thursday, February 22, 2024

When you think of traditional wealth management, what comes to mind? If you’re picturing a lot of Kens telling you how to manage your money from their mojo dojo casa houses, you’re not far off. One of the leading qualities...

Monday, November 6, 2023

Did anyone know that November has been designated Long Term Care awareness month? Long Term Care Insurance (or LTCI) has changed a lot in the past few years.

Friday, October 27, 2023

Is YOUR financial advisor ghosting you? Maybe it’s a Halloween thing. Maybe they’re going as a ghost when they trick or treat and so they’re practicing “ghosting.” But maybe it’s a real FEAR thing. What scares YOU the most?

Monday, October 9, 2023

October is a special month in the world of finance – it's Financial Planning Month. This month, we celebrate the art and science of managing our financial lives. And that means we’re here to guide you through your financial planning needs.

Friday, September 1, 2023

In case you didn’t know, we’ve MOVED! Our new office location is a shared office space situation at Coco, a hybrid and flexible collaborative work environment located at the Grain Exchange in downtown Minneapolis. We have leased a private

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Monday, August 7, 2023

WatersEdge Wealth Management is on a mission to tear down the mahogany doors that keep human-beings separated from their money. We are doing this by delivering an economic model that works for everyone. The model includes a win-win outcome

Monday, June 5, 2023

“Do not go gentle into that good night, Old age should burn and rage at close of day; Rage, rage against the dying of the light.” -Dylan Thomas I’ve been thinking about ageism a lot lately. It has to do with the fact...

Monday, May 8, 2023

If there’s one thing all my clients have in common it’s that they’re used to experiencing change. What changes are YOU navigating this spring? How can I support you as YOU make moves in 2023?

Wednesday, April 12, 2023

Here’s the thing. Despite the significant strides made towards gender equality in recent years, women still face unique challenges when it comes to managing their finances.  

Wednesday, March 8, 2023

March should be the month when each one of us sits down and remembers the women of our own histories. March should be the month that we remember that the women of our past, the women in our history, live within each of us today.

Monday, February 20, 2023

Whether or not you received flowers earlier this month in honor of Valentine’s Day, and whether or not you feel like you’re “enough,” please know that you deserve to love your relationship with your wealth. We are here to help.

Monday, January 30, 2023

"WatersEdge Wealth Management? That's an unusual name for a financial services firm." Yes, it is. And there's a lot of meaning behind it, too. Let's take a deeper look at what WatersEdge Wealth Management is all about.

Wednesday, December 28, 2022

And so here we are! Winter is officially here, and the end of 2022 is within sight; it’s hard to believe we’ll have to get used to writing and saying “2023” in the next couple of weeks. It's a good time to think about the past year.

Monday, November 21, 2022

It’s hard to believe, but 2022 is cruising toward its conclusion! As you start to think about the end of this year and the beginning of next, we wanted to share some information and reminders with you. 

Wednesday, June 1, 2022

As we get ready to celebrate the longest day of the year – the day with the most light – I hope you’ll take a few moments and think about all the things the light brings to you. Warmth, time, gratitude…celebrate it all and enjoy the light.

Friday, April 1, 2022

Why do we choose to say “yes” or “no” in our daily lives? Our well-being requires us to be open – open to new ideas, new possibilities, new relationships, new jobs, new ideas. Saying yes has the potential to lead to huge growth.

Tuesday, February 1, 2022

How do you plan for the future when everything in the PRESENT is uncertain? Perspective is important. It is important to consider all the scenarios. My job is to help you with your well-being.

Monday, October 25, 2021

The confidence that comes knowing that you have someone with experience, empathy and compassion overseeing the big picture of your financial needs and goals (and looking out for your best interests) is priceless.