Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Domestic Partner Planning
  • Women's Financial Strategies
  • Investments

Education

  • B.A., Economics, History & Business Administration, Hastings College, Hastings, Nebraska
  • J.D., University of Nebraska - College of Law, Lincoln, Nebraska

Previous experience

  • United States Air Force, Captain, 2008-2014
  • Nebraska Air National Guard, Lt Col, 2014-2023
  • Senior Recoupment Attorney, Assistant Vice President, Fidelity National Title, 2014-2017
  • Attorney, Elder Law of Omaha, 2019-2021
  • Financial Advisor, Morgan Stanley Smith Barney LLC, 2021-2025