Advisor profile


My approach

I care about what’s important to you

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 Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Insurance
  • Business Retirement Plans
  • Financial Strategies for LGBTQ Couples and Families
  • Tax Planning Strategies
  • Intergenerational Planning
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 6 -Investment Company Products/Variable Contracts Representative Exam
  • Series 7 -General Securities Representative Examination
  • Series 9 -General Securities Sales Supervisor - Options Module Examination
  • Series 10 -General Securities Sales Supervisor - General Module Examination
  • Series 24 - General Securities Principal Examination
  • Series 63 -Uniform Securities Agent State Law Examination
  • Series 66 -Uniform Combined State Law Examination

Education

  • B.A., Music - Luther College, Decorah, IA

Interests

  • I enjoy spending time with my family and friends.
  • I enjoy playing guitar and singing.

Community participation