Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

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
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7
  • Series 63
  • Life, Accident and Health


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


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.