I believe great financial planning starts with getting to know you. I’m rooted in Ames, Iowa, and I’ve built my practice around strong, personal relationships—really understanding what matters most to the people and families I work with. While many of my clients are right here in central Iowa, I also work virtually with clients across the country and stay just as connected, no matter the distance.
I don’t believe financial advice should ever be one‑size‑fits‑all. I lead with planning, not just investments, so your goals, values, and priorities shape every recommendation we make together—from retirement and wealth planning to long‑term investment strategy. Your plan is designed around your life, and it evolves as your life does.
At Keeling Wealth Advisors, our intentionally lower client‑to‑advisor ratio gives me the time and flexibility to be proactive, responsive, and fully present. You can expect thoughtful guidance, clear communication, and an ongoing partnership built on trust. Wherever you’re located, my goal is the same: to help you feel confident, supported, and clear about your financial future.