Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

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
23
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