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
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

  • Bachelor's degree in Accounting, minor in Financial Management – University of Northern Iowa

Awards & recognition

  • Eventus Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Eventus Wealth Advisors, Ameriprise Client Experience Award, 2021-2024

Interests

  • Going on outdoor hikes and adventures with Jacquelin, and our dog, Chloe.
  • Spending time with friends and family back in Iowa.
  • Being out on the water boating or fishing.
  • Cheering on my favorite sports teams.

My photos

2 albums
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