Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Family Finances
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Saving for Education
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.S., Finance Degree, University of Northern Iowa, 1995

Interests

I am highly involved with my kids at the current school phase that they are in. My daughter Lilly participates in gymnastics and ballet. My son Kale is on Swim Team.

Other than loving on my kids, I also enjoy outdoor walks, bike rides and hikes.

My hobbies include: Sewing, scrapbooking, and just about any other craft I can find.

Community participation

Volunteer at my church: I am in charge of planning all of the social events for our church from Monthly Fellowship Dinners, Easter Day Lunch, Summer Pool Party and Summer Church Picnic in addition to setting up meals for any new Mom's or People with Medical Illness.

Volunteer in my kids Classes: I try to commit to 1 1/2 hours for each of my kids classes each week. I help at math time in each of their class rooms to help further promote the love and knowledge of math.

Volunteer on the Bryant Elementary School Site Counsel Committee: We meet monthly to discuss the academic progress of the school and things that can improve it.

  • Christ Church of Dubuque