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

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Insurance
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • AAMS® Accredited Asset Management Specialist℠

Education

  • Bachelor's Degree of Arts and Sciences, Finance, Wayne State College, Wayne, NE
  • Associate's Degree, Business Administration, Northeast Community College, Norfolk, NE

Interests

  • Outdoor Activities: Hunting, Fishing, Hiking, Biking, and Snowboarding.
  • Cooking, Baking, and Grilling.
  • Charitable and Community Volunteering.
  • Physical and Mental Fitness.
  • Quality Time with Family, Friends and Clients.
  • Researching and Keeping Current on Economic Trends.
  • Traveling

Awards & recognition

  • Foundation Wealth Advisors, Ameriprise Client Experience Award, 2020, 2021

Honored to receive recognition

All of us at Foundation Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Foundation Wealth Advisors team and the great experience we work so hard to provide for our clients every day.