Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Saving for Education
  • Social Security Retirement Benefits
  • Insurance
  • Tax Planning Strategies
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • BFA™ Behavioral Financial Advisor™
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • BS, Accounting and Finance - Dickinson State University, 2016
  • BS, Business Administration - Dickinson State University, 2016

Interests

I enjoy spending as much time as I can with my family - Chris, Macen and Jaxen. We love spending time outside, especially at the lake.

My hobbies include softball, golfing, and running. Macen (5) recently started participating in soccer, baseball and hockey so we have enjoyed watching him learn the games and have a lot of fun.

Community participation