Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Insurance
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Finance and Management, B.S., McPherson College, 2006-2010

Interests

I spend all of my time outside of work with my family. We enjoy watching TV and movies, boating and camping, and playing and watching sports. I enjoy shopping for myself and others. Country is my music genre. I also enjoy simply staying home and relaxing.

Community participation

We live in a small town about 20 minutes from the office. We attend community events as often as possible.