Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Family Finances
  • Women's Financial Strategies
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7
  • Series 63
  • Life, Accident, and Health

Education

  • B.S., Iowa State University, 1983

Interests

My top interest is spending time with our growing family which includes:

  • My husband, Nick.
  • Daughter Ashlynn, husband Chris and children, Lincoln and Stella.
  • Our son Abram, and his wife Mandi.
  • Daughter Ailey husband James, children Elodie and Briar.
  • Daughter Mariah, her husband Cole, children Axele and Steel.

We spend every season of the year on the farm- hay, row crops, cattle, and tree farming.

Each home Iowa State football game we support our alma mater - Go Cyclones!

I love to care for our garden, lawn, and tree farm.

Volunteering with our church, local non-profits, and community events holds a large place in my heart.

Community participation

In 1997 I became involved with the Chariton Historic Preservation Commission because I take interest in and care for the history of our unique community.

Actively volunteer with Chariton Area Chamber/Main Street since 2011.

In 2012 myself and additional dedicated community members established the Lucas County Preservation Alliance to cultivate a thriving cultural and economic climate in the City of Chariton and throughout Lucas County, Iowa.

I am a member of the Chariton High School Alumni Association organized in 2008 and volunteer annually for the homecoming activities and scholarship selections.