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
9
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
  • Tax Planning Strategies
  • Investment Management
  • Family Finances
  • Insurance
  • Saving for Education
  • Charitable Giving
  • Estate Planning Strategies

Qualifications

  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • B.S., Finance - Iowa State University, 2015
  • B.S., Financial Counseling and Planning - Iowa State University, 2015

Awards & recognition

  • Hunter and Associates, Ameriprise Client Experience Award, 2023

Previous experience

  • Sales Associate, Midwest Heritage Bank, Ames, IA, 2013-2015
  • Financial Services Intern, Midwest Heritage Financial Services, Chariton, IA, 2013-2014
  • Sales Associate, Midwest Heritage Bank, Chariton, IA, 2009-2013

Community participation

Lucas County Development Corporation - Board Member

Lucas County Preservation Alliance - Board Member

Chariton Area Chamber Main Street - Committee Member

CB&Q Freight House - Committee Member

SPLASH - Youth Non-Profit Navigator

Interests

  • Spending quality time with my husband, our two children, family, and friends.
  • Consistent participation in my church and growing my faith.
  • Enjoying the outdoors.
  • Exercise.
  • Participating in local community events and activities.