Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

Education

  • Bachelor of Science, Business Administration, Rockhurst University, Kansas City, Missouri

Previous experience

  • Financial Advisor Trainee, Edward Jones, 2019, Omaha, NE, 3 months
  • Healthcare Development Officer, Boys Town National Research Hospital, 2016-2019, Omaha, NE, 2 years
  • Account Administrator II, SilverStone Group, 2012-2016, Omaha, NE, 4 years
  • Account Manager, NP Dodge Insurance, 2009-2012, Omaha, NE, 3 years