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
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Insurance
  • Investment Management

Qualifications

  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BA, Public Relations - Drake University

Awards & recognition

  • Keeling Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Keeling Wealth Advisors, Ameriprise Client Experience Award, 2021-2023

Community participation

I volunteer with the following:

  • Iowa Weimaraner Rescue
  • My Son's School

Interests

Outside of work, I spend my time with my husband and son and our two sweet dogs. I’m passionate about travel and I love to watch my son experience new cultures and places. I am involved with the Iowa Weimaraner Rescue and volunteer at my son’s elementary school. When I have down time, I like to read, work on puzzles, and listen to podcasts.