Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Women's Financial Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 6, 7, & 31
  • Series 63 & 65
  • Life & Health Insurance

Education

  • The University of Iowa - BBA Marketing

Interests

  • I am actively involved in my children's athletic activities. My daughter is into soccer and by boys are into basketball, baseball & soccer.
  • Big Ten Collegiate Sports Enthusiast
  • Recreational Golfer
  • I really enjoy spending time with 4 kids.

Community participation

Volunteer for Feed My Starving Children

Awards & recognition

  • Ameriprise Circle of Success, 2014

Professional associations

  • University of Iowa Alumni

Previous experience

  • Wells Fargo Advisor, 1999-2004