Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

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
10
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
  • Working Mother Top Wealth Advisor Moms, 2018-2020
  • Forbes Top Next-Generation Wealth Advisors, 2020

Honored to be recognized in Forbes

I'm proud to announce that I'm one of Forbes Top Next-Generation Wealth Advisors for 2020. The list spotlights top advisors across the U.S., and I'm honored that Forbes chose to recognize me. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I'd like to thank my hard-working team and our loyal clients for making this recognition possible!