Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
17
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
  • Tax Planning Strategies
  • Investment Management
  • Business Retirement Plans
  • Retirement Income Strategies
  • Insurance
  • Saving for Education
  • Estate Planning Strategies
  • Social Security Retirement Benefits

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • BS, Business Administration - University of Nebraksa at Lincoln, 2006

Awards & recognition

  • Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

Sandhills Area Foundation Board Member

Cherry County Hospital Board Foundation - Board Member

Interests

In my free time I enjoy:

-Anything outdoors: We love to go hunting, fishing, kayaking and camping and love that we can do all of that in our Valentine community.

-Time with my kids: I have two very active boys and they enjoying playing sports and games.

-DIY projects: My husband and I like to do projects together, he's the handyman and I'm the designer.

-Taking Trips: We love traveling near and far.