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

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
26
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