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
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Family Finances




  • Creighton University, Omaha, NE, Juris Doctor, Taxation
  • University of Missouri, Columbia, MO, Bachelor of Science, Journalism

Community participation

I was admitted to the Nebraska State Bar Association in November, 1983.


I enjoy staying physically active in my free time. My favorite activities include:

  • Cycling on the area trails at least once a week
  • Running with friends on Saturday mornings