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My Approach

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

  1. (1) Covering essential expenses
  2. (2) Ensuring your lifestyle
  3. (3) Preparing for the unexpected
  4. (4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

More...

Interests

My latest passion is trapeze. It was a "bucket list" item that I thought I would do once, and now I find myself selecting vacation destinations on the basis of whether or not the town boasts a trapeze school.

I also enjoy Rock Wall Climbing (the plastic, indoor variety) and conducting financial seminars for area businessess. I would love to present at your company! Just have your human resources director call me and we can discuss specifics.

Outside of that, I enjoy spending time with my nieces and nephews in Oklahoma, Illinois, and Arkansas. I am becoming a water & amusement park connoisseur with them.

Community Participation

2012 Leukemia and Lymphoma Society (LLS) Women of the Year Committee Member for Julie Strelow

2011 Leukemia and Lymphoma Society (LLS) Women of the Year Committee Member for Leah Milbradt

2011 Muscular Dystrophy Association (MDA) "Highrollers for Hope" Lock Up

Areas of Focus

  • Retirement Planning Strategies
  • Insurance
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Saving for Education

Experience

Awards & Recognition

  • Million Dollar Round Table Qualifier, Top of the Table, 2011
  • Million Dollar Round Table Qualifier, 2005 to present
  • Protect, Grow and Give Award, 2011
  • Ameriprise Circle of Success, 2006-2010
  • RiverSource Annuity Aces Club, 2007 to Present
  • Highlighted Advisor at Ameriprise National Conference, 2009

Qualifications

  • AAMS®  Accredited Asset Management SpecialistSM
  • CRPC®  Chartered Retirement Planning CounselorSM
  • Series 7 and Series 66
  • Series 24 - General Securities Principal Examination
  • Series 51 - Municipal Fund Securities Examination
  • Series 9 and 10 - General Securities Sales Supervisor
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Files for Download

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Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.