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.

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

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Charitable Giving
  • Insurance
  • Social Security Retirement Benefits
  • Family Finances
  • Tax Planning Strategies
  • Intergenerational Planning
  • Saving for Education


  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative
  • Series 24 - General Securities Principal
  • Series 63 - Uniform Securities Agent State Law
  • Series 65 - Uniform Investment Adviser Law
  • Life, Accident and Health


  • BA, Business Communications - Bellevue University, 1998

Awards & recognition

  • Wealth Partners, Ameriprise Client Experience Award, 2020, 2022
  • Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023-2024

Previous experience

  • Registered Representative, Sigma Financial Corporation, Omaha, NE, 2009-2015

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Wealth Partners has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.

Community participation

  • First Lutheran Church of Papillion Organization


  • Spending time with family including my 14 grandchildren!
  • Working with Arnie, my Cavalier King Charles Spaniel, as we are getting him certified as an official therapy dog.
  • Actively involved with church.