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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BA, English, Bethel University, Mishawaka, IN

Awards & recognition

  • Five Star Wealth Manager, 2012 -2018, 2020-2022

Community participation

  • Plano Soccer Association, Plano, TX
  • FC Express Goalkeeper Coach, Plano TX

Interests

The most important role in my life right now is co-parenting our beautiful children, Anders and Tessa. I am grateful for a career, clients, and colleagues that make it possible for us to enjoy:

  • Swimming in the backyard
  • Training on the dining room climbing wall and our homemade ninja training course
  • Helping coach the goalkeepers for my son's soccer team and watching my daughter's team
  • Next up: teaching them how to kayak!