Advisor profile

Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Saving for Education
  • Social Security Retirement Benefits
  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Business Retirement Plans
  • Investments
  • Small Business
  • Wealth Preservation Strategies
  • Family Finances
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies


  • APMA™ Accredited Portfolio Management Advisor™
  • CLTC® Certified Long Term Care
  • CLU® Chartered Life Underwriter®


  • Augsburg University, BA Bus. Admin & Econ '08 - Minneapolis, MN

Community participation

  • Feed My Starving Children
  • Habitat for Humanity
  • Local After School Programs


    • Biking and running
    • Spending time with family & friends outside
    • Time with my children's interests: ballet, gymnastics, and swimming
    • Camping in State & National Parks Across Arkansas and the United States
    • Spending time relaxing on the beach
    • Volunteering for non-profit schools, housing organizations, and food shelf