Real Conversations. Personalized Guidance. Financial Confidence.

Empowering women & families to feel confident and supported in their financial journey.

At Cedar & Sage Financial, we take a holistic, heart-forward approach to financial planning. Whether you’re planning for retirement, building wealth, or simply craving clarity, we meet you where you are- with real support that grows alongside you.

Compassionate, Customized Support in the Areas That Matter Most

Contact

Two Meridian Crossings
Suite 450
Minneapolis, MN 55423Office: (218) 216-1556

Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.). Equal Opportunity Employer – M/F/D/V. Equitable Advisors and its associates and affiliates do not provide tax, accounting, or legal advice or services. Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.Click here for other important information & disclosures.Check the background of your financial professional on FINRA's BrokerCheck.

Credentials

  • Series 7 & 66

  • Life, Accident & Health Insurance

  • WI, MN, AZ

  • ABFP & AAMS Designations

  • Holistic Financial Coach

I started Cedar & Sage because I know firsthand what it feels like to be on the other side of the table—overlooked and dismissed. When I was in college, working part-time as a bartender, retirement planning wasn’t something I thought much about. I didn’t have a lot to invest, but what I did have mattered to me.When I met with an advisor, I expected guidance. Instead, he directed every word of the conversation to my husband, as if I wasn’t even in the room. My voice wasn’t invited, and no real planning took place. He took my money, left it untouched for years, and I had no idea what was—or wasn’t—being done with it.It wasn’t until I became an advisor myself that I realized just how inappropriate and damaging that experience was. And I knew I wanted to build something different.

Cedar & Sage exists to make sure no one else feels invisible when it comes to their financial future

I’ve always loved being a part of people’s lives. Before working in financial services, I spent years bartending, hosting events, and serving my community. Those roles taught me how much I value connection—listening to people’s stories, being present in their milestones, and earning their trust.With Cedar & Sage, that hasn’t changed. I get to walk alongside my clients in a deeper way, learning their goals, fears, and dreams, and showing them how their finances can support the lives they want to build. My work is about more than numbers—it’s about giving women, families, and business owners the confidence and calm that comes from having a clear financial path forward.

More About Me

  • Financial Advisor

  • Founder/President

  • Mom

  • Dog Mom

  • Cheese & Wine Enthusiast

  • Golfer

  • Head Chef & Baker

  • Cruise Lover

Holistic Financial Planning

Your goals are personal - and your plan should be too. We’ll create a tailored strategy that aligns with your values, priorities and evolving life.Together, we’ll cover:

  • Cash Flow & Budgeting

  • Goals - base planning (college, home, travel, etc)

  • Debt Management

  • Risk Protection (insurance reviews)

  • Estate Planning Conversations

Broad Spectrum of Products & Services

We manage your investments with care and purpose-balancing growth, risk and your time horizon.As a fiduciary advisor, we:

  • Help you build a well-diversified portfolio

  • Monitor and adjust your strategy as life evolves

  • Offer tax-conscious strategies to grow and protect your wealth

Enjoying Your Hard Work

Retirement isn’t just about saving- it’s about turning your savings into sustainable income. At Cedar & Sage Financial, we help you build a retirement income plan designed to last, so you can enjoy the lifestyle you’ve worked hard for.We’ll work together to:

  • Evaluate you income sources (Social Security, investments, pensions, etc)

  • Strategize withdrawals to help reduce taxes and avoid running out of money

  • Account for rising healthcare costs and inflation

  • Plan for longevity and legacy goals

Through our partnership with Equitable Advisors, we offer access to a broad range of tools, products and planning strategies-tailored to your specific needs.

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As a business owner, you wear a lot of hats, and planning for your own financial future, while supporting your team, is no small task. At Cedar & Sage Financial, we partner with small business owners to create strategic benefit plans that help attract talent, reward employees, and support long term growth.We offer guidance and solutions tailored to your unique goals, including:

  • Retirement Plans (like SIMPLE IRAs, SEP IRAs and 401(k)s

  • Executive benefits and business continuation planning

  • Full suite of group voluntary benefits (Life, Disability, Dental, Vision, Accident insurance)

  • Succession and exit strategies

  • Personalized financial planning for owners and employees

Through our partnership with Equitable Advisors, we bring access to industry-leading tools, plan design expertise, and ongoing support to help your business - and your people - thrive.

Beyond the Numbers

Money is emotional- and understanding it can be empowering. That’s why we offer:

  • One-on-one planning sessions

  • Client education around key financial concepts

  • Community workshops and events (like Coffee & Conversations)

  • Planning tools you can actually use