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

Areas of focus

  • Investment Management
  • Retirement Plan Distribution
  • Insurance
  • Retirement Planning Strategies

Education

  • Mount Mercy University - Bachelor's in Finance, Actuarial Science, and Management (2015-2019)
  • Mount Mercy University - Master's in Strategic Leadership (2019-2021)

Previous experience

  • Commercial Lines Underwriter, United Fire Group, Cedar Rapids, IA, 2019-2022

Interests

  • I enjoy spending time with my husband Anthony and our two Golden Retrievers Luna and Whiskey.
  • I have a love and appreciation for traveling and nature. A few of my favorite places has been Ireland, Lake Tahoe, Sequoia and Yosemite National Park.
  • I love learning new things and tackling new projects. My newest interest has been learning how to grow a flower and vegetable patch.