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

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management
  • Intergenerational Planning
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Insurance
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • Master of Science, Family Financial Planning - Iowa State University, 2012
  • B.S., Business Finance - Iowa State University, 2010

Interests

  • My husband, Lance and I like to watch movies and travel together.
  • I enjoy cooking and trying out new recipes, especially any kind of pasta!
  • My favorite thing to do is to get cozy on the couch and read a good book.
  • I am especially proud of my role as a mom to my smart and sassy daughter, Caliana!

Community participation

  • Domestic/Sexual Assault Outreach Center, President
  • Young Professionals of Fort Dodge, Committee Member
  • Money Smart Week, Committee Member
  • Sponsor D/SAOC Cake Auction
  • Sponsor Swing for a Cure
  • Sponsor for Badge Lake Dragon Boat Bash
  • Sponsor Brushy Creek Honor Flight
  • Fort Dodge Region Top 10 Under 40 Award Recipient, 2016
  • Member Fort Dodge Growth Alliance

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022
  • Working Mother Top Wealth Advisor Moms, 2018-2020
  • Forbes Top Next-Generation Wealth Advisors, 2020

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.