Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I 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.

How to get started
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Retirement Income Strategies

Qualifications

  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Iowa State University, Bachelor of Science, Finance, 2012

Awards & recognition

  • Joshua Denning & Associates, Forbes Best-in-State Wealth Management Teams, 2023-24

Community participation

Kiwanis Club

Interests

  • Family-time
  • Community work
  • Sporting events
  • Anything outdoors
  • Traveling