Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
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.