Advisor profile


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12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • 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

Awards & recognition

  • Ascendant Wealth Management Group, Ameriprise Client Experience Award, 2023
  • Ascendant Wealth Management Group, Forbes Top Wealth Management Teams: Private Wealth, 2023
  • Ascendant Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2023. 2024

Previous experience

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

Community participation

Webster City Chamber of Commerce

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.

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.