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.

Get started
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Family Finances
  • Investments
  • Tax Planning Strategies

Qualifications

  • Masters in Business Administration

Education

  • MBA, 1981, Northwest Missouri State University, Maryville, MO
  • B.S.B.A, 1977, Missouri Western State University, St. Joseph, MO

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021

Professional associations

  • Campbell Chamber of Commerce

Previous experience

  • Second Vice President - Investments/Financial Consultant, Smith Barney, Naperville, IL, 1990-2009

Community participation

Volunteer for Northern Illinois Food Bank in Geneva, IL

Interests

  • Downhill Skiing
  • Porsche Club of America (PCA)