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
  • Tax Planning Strategies
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits
  • Insurance
  • Estate Planning Strategies
  • Christian Financial Strategies
25
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 26 -Investment Company Products/Variable Contracts Principal Examination
  • Series 63 -Uniform Securities Agent State Law Examination
  • Series 66 -Uniform Combined State Law Examination
  • Life, Accident and Health

Interests

  • I enjoy spending time with four amazing grandchildren! Nobody could have told me how wonderful grandchildren truly are. It gives me a chance to be silly. We only have one rule - what goes on at the farm stays at the farm.
  • Living on an acreage, we have 60 head of purebred Normandes. I get complete enjoyment and satisfaction in running a Bobcat, fixing fence, and doing the feeding whenever necessary. The spring is an especially fun time when all those little babies are being born.
  • I look forward to the fall as it is a perfect time to do a little trail riding with my horse, Bear. He is a pleasingly plump quarter horse with a little sass.

Community participation

  • We belong to an amazing church family and have met many wonderful people who we now consider great friends. It is our hope as time goes on to become more involved in their programs besides simply being at church on Sunday.