Betty joined the Integrated, Inc. – Wealth Advisors team in May of 1984 fresh out of college. Her ambitious determination and drive placed her as one of the top producers for the company within just a few short years in the business.
As a graduate of the University of Minnesota Carlson School of Management and a professional with over 33 years of experience, Betty brings experience in economic finance. She assists individuals and small business owners to decrease anxiety and increase confidence in their financial affairs. Whether it is assets obtained through business growth, hard work, inheritance or otherwise, money can be an obstacle in achieving financial confidence.
Betty’s goal is to help her clients separate noise from true information so that sound decisions are made and impulsive changes are avoided.
Her motto is:
“The greatest satisfaction in my business is to witness how money anxiety in an individual, couple or business owner is reduced because I have brought clarity, organization and purpose to the financial resources of their lives.”
Betty is a member of the Million Dollar Round Table* ("MDRT") and Ed Slott’s IRA Advisor Group, LLC**.
Betty and her husband Daniel live in Edina. They have 4 grown children and enjoy MN Gopher Sports, The Pride of Minnesota, visiting new tap rooms and watching movies. They are active members in the Edina community and St. Patrick's Catholic Church. Betty is a member of The Women's Foundation of Minnesota sponsored charities.
* The Million Dollar Round Table (MDRT) is an independent association. Membership is based solely on insurance production and does not qualify a financial professional to provide investment recommendations or advice.
** Ed Slott’s Master Elite IRA Advisor GroupSM is a group of financial professionals who pay a fee to attend a seminar that explores regulations, tax updates, and other issues regarding individual retirement accounts. It does not qualify a financial professional to provide investment recommendations or advice. EH Financial Group Inc., Ed Slott ‘s Advisory Group, and NPC are separate and unrelated companies.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.