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

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Business Retirement Plans
  • Estate Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Social Security Retirement Benefits

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • B.A. in Marketing Management, 2006
  • University of Northern Iowa, Cedar Falls, IA

Interests

  • I enjoy spending time with my family and friends.
  • I love most sports, especially football.
  • I enjoy skiing and snowmobiling.

Community participation

Big Brothers Big Sisters of America

Knights of Columbus

Awards & recognition

  • Ameriprise Client Experience Award, 2021