Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
34
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
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution
  • Insurance
  • Retirement Income Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Awards & recognition

  • Legacy Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021 - 2023
  • Legacy Financial Partners, Legacy Financial Partners, Barron's Top 100 Private Wealth Management Teams, 2021-2023
  • Legacy Financial Partners, Prairie Business 50 Best Places to Work , 2021

Community participation

  • Ministry on the Margins
  • Open Your Heart
  • Wreath's Across America

Interests

Fishing, photography, spending time with our Collie, Abigail.