Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Insurance
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7
  • Series 63
  • Life, Accident and Health

Education

  • BA, Marketing and Corporate Communication - Buena Vista University, 1994

Interests

I enjoy reading on my Kindle and once in a while I revert to an actual hard back book. I also enjoy playing golf and just being outside. We get family time boating at Lake Panorama and Lake of the Ozarks. My family has vacationed at Lake of the Ozarks since I was little and I am fortunate that we all still take time to enjoy each other's company there.

I enjoy fitness and being active. I am lucky to have great training partners at the Y. My best accomplishment was a half marathon and I crossed the finish line along side my sister and two awesome friends.

Community participation

  • I have the pleasure of being a Nishna Valley YMCA board member. Our YMCA is a wonderful asset to our community and being a board member has been pure enjoyment.
  • I am also a member of the Ladies Association at Nishna Hills Golf Course. I enjoy the environment at Nishna Hills and have made great friends since moving to the Atlantic area in 1994.
  • I have recently joined the Cass Incorporated board of directors. I am truly humbled to be part of this wonderful organization. We are truly blessed to have Cass in Cass County.