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
26
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
  • Estate Planning Strategies
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®

Education

  • B.S. Electrical & Computer Engineering, 1994, University of Wisconsin-Madison - Madison, WI

Community participation

  • Rotary International service club member
  • Iowa City Ronald McDonald House annual golf tournament fundraiser: In-Kind Gifts Committee Chairman

Interests

  • Closely following and supporting the many activities of my two children
  • Golf, running, following Hawkeye athletics
  • Spending time with my family and friends
  • Continually seeking ways to better understand myself and others