Advisor profile


Working with Rise

FINANCIAL ADVICE THAT BRINGS YOU CONFIDENCE, SIMPLICITY, AND SUCCESS

The Rise mission, vision, and values were decided upon over many brainstorming sessions together making it a shared team experience much like everything Rise does. A walk through the office space reinforces the Rise team values -- integrity, health, family, client focus, growth, and philanthropy.

Rise Private Wealth Management has a unique culture that truly defines who we are. Our core characteristics are demonstrated by our team members’ behavior and work ethic. Our team members are passionate about what they do and take their work very seriously with the assurance that every client has a 1-1 relationship with their advisor.

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
12
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
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

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

Interests

* Helping people

* Camping & boating

* Watching NFL games

* Following College Basketball

* Relaxing and reading a good romance, mystery or thriller book

* Watching movies

* Spending time with husband and our three kids

Community participation

  • We live in a small town about 20 minutes from the office. We attend community events as often as possible.
  • Little River Learning Center in Little River
  • First and second grade flag football
  • Meals on wheels
  • Volunteering as a student debt mentor for McPherson College

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.