Advisor profile


My approach

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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Family Finances
  • Small Business
34
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

Education

  • MPA Masters of Public Administration, University of Iowa
  • BA Bachelor of Arts, University of Iowa

Interests

  • Enjoy skiing, playing golf & Jeeping.

Community participation

The Honorary Colonels Association is a group of 38 civic minded business people who have pooled their energies and resources to assist and support the West Valley City Police Department. The Honorary Colonels sponsor scholarships, the annual awards banquet, the annual Honorary Colonels Golf Tournament, and a host of other worthwhile projects in the community.

Awards & recognition

  • Ameriprise Circle of Success, 2001 -2007, 2011