Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
6
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
  • Investment Management
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Insurance
  • Saving for Education
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7
  • Series 66
  • Life, Health and Accident

Education

  • Associates Degree from Lake Area Technical Institution in Commodities and Merchandising

Awards & recognition

  • Legacy Financial Partners, Barron’s Top 250 Private Wealth Management Teams, 2024
  • Legacy Financial Partners, Legacy Financial Partners, Barron's Top 100 Private Wealth Management Teams, 2021 - 2023
  • Legacy Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021 - 2023
  • Legacy Financial Partners, Prairie Business 50 Best Places to Work , 2021

Community participation

- 2023 Q4 Ameriprise Financial Volunteer Reward Program Winner

- Watertown South Dakota Chamber of Commerce

- Good Samaritan

- Ameriprise Financial Volunteer Reward Program Winner, 2020

- United Way

- Kiwanis

Interests

I enjoy attending community events with my family. We created a number of amazing memories last year by attending Zoo Boo, the Fall Festival at Joy Ranch, and the Crystal Springs Rodeo.

During the spring and summer months I enjoy barrel racing, horseback riding, hiking, camping, fishing, and hunting.

During the fall and winter months I enjoy watching the WNFR and Green Bay Packers!! If you are trying to find me when it is cold, I will most likely be enjoying hot chocolate on the couch wrapped in a blanked reading a book.