Advisor profile


My approach

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, I work one-on-one with my clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, I can offer personalized advice that helps them balance important retirement income needs against the needs of today.

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.

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.