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

  • Christian Financial Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Investment Management

Education

  • Bachelor of Science in Business Administration, Majoring in Finance, International Business, and Spanish, Drake University, Des Moines, IA

Awards & recognition

  • Horizon Advisors, Ameriprise Client Experience Award, 2023

Previous experience

  • Licensed Financial Paraplanner, M&E Catalyst Group/MassMutual, Minneapolis, Minnesota, 2021-2022
  • Customer Account Specialist, John Deere Financial, Johnston, IA, 2020-2021

Community participation

  • Stillwater Evangelical Free Church
  • Drake International Center
  • US Committee for Refugees and Immigrants
  • TIME Ministries

Interests

My husband, Vinny & I got married in August of 2023. We stay busy exploring the city in our free time – from trying new coffee shops & restaurants to enjoying the beautiful outdoors, we love an adventure. Hiking, walking, playing sports, cooking, traveling, and visiting our families in Minnesota & Scotland are some of our favorite things. We also love a good game night (with charcuterie of course).

Vinny is the Assistant Men’s Tennis Coach at Wake Forest University, so we also are big tennis fans – Go Deacs!

My photos

4 albums
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