Advisor profile

Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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Areas of focus

  • Retirement Income Strategies
  • Family Finances
  • Domestic Partner Planning

Education

  • Bachelors of Arts Degree from Wheaton College

Interests

I enjoy pending time with familyHobbies: hiking, stand up paddle boarding, yoga, camping

Awards & recognition

  • Ultimate Digital Excellence Award, 2021
  • Iron Oaks Wealth Advisors, Ameriprise Client Experience Award, 2020-2021

Honored to receive recognition

I’m honored to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it’s my name on this award, it would not have been possible without the continued trust of clients like you and a team that’s dedicated to providing the best possible service.