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
26
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
  • Women's Financial Strategies
  • Investment Management
  • Business Retirement Plans
  • Insurance
  • Saving for Education
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Life, Accident and Health

Education

  • MBA Southern Illinois University 1982
  • BS, Medical Technology - Loras College, 1976

Awards & recognition

  • Quest Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

  • Rotary of Des Moines, AM Community Service Committee
  • St Vincent de Paul Sacred Heart Conference, West Des Moines, IA
  • St Vincent de Paul Des Moines District Council - Treasurer

Interests

  • I enjoy singing solo during Sunday liturgies.
  • I love going on bike rides with family and friends.
  • I enjoy watching St. Louis Cardinals.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.