Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

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
25
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