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
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Christian Financial Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies

Education

  • BA, Bachelor of Arts, Community Health, Minors in Biology and Psychology, Bethel University 2003-2006

Community participation

  • I am the leader of a small group for young mothers within my church.
  • I volunteer in my children's classrooms and on field trips.

Interests

My husband Isaac and I have been married for 14 years. Together we have 3 children: Lucy, Wyatt, and Ellie. We enjoy camping, traveling, and trying new things at home. Lucy plays volleyball and tennis and loves to read. Wyatt is in football and wrestling and l oves all things engineering. Ellie plays soccer and volleyball and loves crafts. Birthdays are a fun time for us to celebrate each child. Our cakes are a highlight! I am a goal driven, self-motivated person that has a passion for assisting people as they strive to achieve their goals specifically in the areas of; financial, spiritual, and physical wellness.

My photos

4 albums
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