Advisor profile


My approach

I care about what’s important to you

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

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management
  • Business Retirement Plans
  • Insurance
  • Saving for Education
  • Tax Planning Strategies
  • Wealth Preservation Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Bachelor of Business Administration: Major in Finance
  • CRPC

Education

  • Iowa State University, BBA Finance 1996

Interests

  • I enjoy spending time with my son, Nick and husband, David.
  • David and I organize the annual Get Your Rear in Gear 5K Race in West Des Moines.
  • David, a cancer survivor, and I work on ColonCancerIowa.org.
  • I have a 1972 Corvette that I help rebuild with my Dad.

Community participation

  1. My husband, David and I run a non-profit foundation, Colon Cancer Foundation of Iowa.
  2. Get Your Rear in Gear 5k walk/run in West Des Moines
  3. Treasurer, Colon Cancer Foundation of Iowa
  4. Financial Planning Association