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
25
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
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Saving for Education

Education

  • Bachelors - Finance (1999, University of Iowa)

Community participation

Co-founder of Reclaiming Roots, a venture to restore sacred spaces

Board Member with Successful Living, a supported community living agency

Board Member with The James Gang, a community building organization

Volunteer with Community Foundation of Johnson County - annual charity golf tournament