Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Saving for Education
  • Intergenerational Planning
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CPA Certified Public Accountant

Education

  • Fort Hays State University, Bachelor of Business Administration, Finance (Summa Cum Laude, 2005)
  • Kansas State University, Masters of Business Administration (MBA), Manhattan, KS

Interests

Travel, golf, running, working out, and attending K-state sporting events. My husband and I also have a passion for real estate and love giving homes new life in the Abilene area through remodeling and restoration.

Community participation

  • Investors Advisory Council Dickinson Economic Development

Previous experience

  • Ameriprise Financial, 2003 to present
  • Ameriprise Financial, Registered Principal Delegate, 2006-2010

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.