Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investments
  • Women's Financial Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Retirement Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • BFA™ Behavioral Financial Advisor™
  • Series 7 License
  • Series 66 License

Education

  • Chadron State College; Bachelor of Science in Education

Awards & recognition

  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021
  • Legacy Financial Partners, Legacy Financial Partners, Barron's Top 100 Private Wealth Management Teams, 2021-2022
  • Legacy Financial Partners, Prairie Business 50 Best Places to Work , 2021

Community participation

  • Rotary District 5630 Treasurer
  • Ogallala Rotary Club Board Member
  • Keith County Foundation Fund Advisory Committee
  • Ogallala Public Schools Foundation Board Member
  • 2022 Keith County Leadership Program
  • TeamMates Mentoring Program

Interests

Living nearly my entire life in southwest Nebraska, I love everything small communities have to offer.

My faith, family and friends are the staples of my life. I savor quiet evenings home with family, fun evenings out with friends and beach vacations. There’s nothing better than sharing laughs.

I love to read, and enjoy books that expand my self-development and knowledge in my career. I’m also a sucker for a good love story.

I enjoy being involved in the community as a member of the Rotary organization, 100+ Women Who Care- Keith Co., my church, and look forward to becoming even more involved through TeamMates and my role at Ameriprise.