My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Community Participation

Co-founder of Reclaiming Roots, a venture to restore sacred spaces

Board Member with Successful Living, a supported community living agency

Board Member with The James Gang, a community building organization

Volunteer with Community Foundation of Johnson County - annual charity golf tournament

20
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Saving for Education
  • Investment Management
  • Tax Planning Strategies
  • Family Finances

Education

  • Bachelors - Finance (1999, University of Iowa)