My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.

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Interests

  • Radio announcing for Casper College Women's and Men's Basketball.

Community Participation

  • Volunteer reader at local grade school.
  • Member of school board.

Areas of Focus

  • Retirement Planning Strategies
  • Employee Stock Options
  • Family Finances
  • Small Business
  • Charitable Giving
  • Estate Planning Strategies
  • Saving for Education

Experience

29
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Awards & Recognition

  • Ameriprise Circle of Success, 2010

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Illinois State University, Bachelors of Science - Finance Normal, Illinois

My Videos

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