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
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Social Security Retirement Benefits
  • Family Finances
  • Women's Financial Strategies
  • Intergenerational Planning
  • Tax Planning Strategies
  • Business Retirement Plans
  • Small Business
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning
  • Insurance
  • Saving for Education

Education

  • Loras College, B.A. Communication, 1994

Previous experience

  • Edward Jones Investments, Financial Advisor, 2009 - 2016

Community participation

  • Volunteer Dubuque Junior Mustangs Football Club.
  • Volunteer Dubuque Community Schools Student Mentorship Program.
  • Volunteer for Various Community Activities & Causes.

Interests

  • Spending Time With My Family.
  • Cheering on my Daughter, Alayna, who swims for the Coe College Kohawks.
  • Cheering for my 2 youngest sons who play football, baseball and run track for the Hempstead Mustangs.
  • Rooting on the Iowa Hawkeyes, Chicago Bears, Cubs & Blackhawks.
  • Playing golf.
  • Fishing for Blue Gills & Crappie.
  • Enjoy playing fantasy baseball & football.

My photos

1 albums
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