Advisor profile


My approach

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

  • Investment Management
  • Retirement Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Saving for Education

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Arts, Finance & Banking, Buena Vista University
  • Bachelor of Arts, Marketing, Buena Vista University

Professional associations

  • Young Professionals Connection - Greater Des Moines