Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Christian Financial Strategies
  • Retirement Income Strategies
  • Investments
  • Family Finances
  • Intergenerational Planning
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BA Bachelor of Arts, Finance, Bethel University, 1998-2002

Awards & recognition

  • Five Star Wealth Manager, 2016, 2018-2024

Community participation

  • Active in the church

Non-profits I'm passionate about:

Interests

  • I have four children: Logan, Mason, Chloe and Laney (forever 3).
  • I enjoy being active outdoors and spending time with family.
  • I fell in love with running in 2018 when members of our practice ran Grandma's Marathon to raise money for the Cancer Kids Fund in honor of our daughter Laney.
  • I love traveling and sharing the experiences with my family. We are traveling to Spain this spring.
  • Donuts are my weakness and I'm always on the hunt for a great new bakery.