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

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • BFA™ Behavioral Financial Advisor™
  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BS, 1993, Business Administration, University of Wyoming. Laramie, WY

Interests

  • I enjoy reading and needlework in my spare time.
  • My husband (Dick) and I enjoy riding our ATV on rough roads and traveling the country pulling our RV.
  • I love being Grandma to 4 beautiful Grandchildren!

Community participation

  • I have enjoyed counseling at our church's youth camp for over 10 years.
  • Prior board member - Community Service Block Grant

Awards & recognition

  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021
  • Legacy Financial Partners, Legacy Financial Partners, Barron's Top 100 Private Wealth Management Teams, 2021-2022
  • Legacy Financial Partners, Prairie Business 50 Best Places to Work , 2021
  • Protect. Grow. Give.®, RiverSource Life Insurance Company , 2012