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
10
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
  • Tax Planning Strategies
  • Investment Management
  • Family Finances
  • Saving for Education
  • Small Business
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Insurance
  • Investments
  • Cash Flow Management Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life, Accident and Health

Education

  • B.S., Finance - University of Iowa, 2014

Awards & recognition

  • Franke Miller Group, Forbes Best-in-State Wealth Management Teams, 2023-2024

Community participation

  • Food Bank of Iowa
  • Big Brothers Big Sisters
  • Ellipsis
  • Nyame Do
  • Easter Seals