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
19
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
  • Tax Planning Strategies
  • Saving for Education
  • Investment Management
  • Insurance
  • Social Security Retirement Benefits
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Kansas State University, M.S. in Personal Financial Planning
  • Kansas State University, B.S. in Business Administration - Finance

Awards & recognition

  • Ironstone Wealth Advisors, Ameriprise Client Experience Award, 2020-2023

Community participation

4-H Volunteer, Club Leader

Interests

I enjoy spending time with my family, which includes chasing and transporting kids to a variety of activities. I also enjoy scrapbooking, quilting, reading and working in the garden.