Team profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and we 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.

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Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Small Business
  • Family Finances
  • Social Security Retirement Benefits
  • Insurance
  • Retirement Plan Distribution
  • Wealth Preservation Strategies

Awards & recognition

  • Legacy Financial Partners, Barron’s Top 250 Private Wealth Management Teams, 2024
  • Legacy Financial Partners, Barron’s Top 100 Private Wealth Management Teams, 2021 - 2023
  • Legacy Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021 - 2022
  • Legacy Financial Partners, Prairie Business 50 Best Places to Work , 2021

Community participation

Legacy Financial Partners - Community participation photo
  • Ministry on the Margins
  • Habitat for Humanity
  • Wounded Warrior Project
  • Big Brothers Big Sisters
  • Junior Achievement
  • Kiwanis