My Approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


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

21
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)

My Videos(2 videos)