Advisor profile


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As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
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Areas of focus

  • Family Finances
  • Women's Financial Strategies
  • Investment Management
  • Tax Planning Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Saving for Education
  • Retirement Planning Strategies
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
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • Bachelor of Science, Finance and Accounting, Iowa State University 2009-2013

Interests

  • Whenever I can, I try to travel. Whether it's a small town a short drive away, or a country overseas.
  • I enjoy all things food related, especially trying new recipes and restaurants.
  • You can often find me spending quality time with friends and family. I have a habit of planning events just for a reason to get everyone together and eat a cupcake or two.
  • I like to exercise outdoors when the Iowa weather permits. I prefer variety to keep it fresh, but often gravitate back to biking, yoga and boot camp.

Community participation

Webster City Chamber of Commerce

Previous experience

  • Investment Operations Analyst, Principal, Des Moines, IA, 2012-2015