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
22
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
  • Retirement Plan Distribution
  • Investment Management
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Family Finances

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • Luther College - English

Professional associations

  • Luther College Alumni Association

Previous experience

  • Wells Fargo Advisors, Financial Advisor, First Vice President - Investments, 2003-2018
  • UBS Wealth Management, Financial Advisor, 2000-2003
  • Aurora East School District 131, Teacher, 1998-2002

Interests

Basketball, Volleyball,Fishing,Yard Work