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
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Creighton University, Omaha, NE, Juris Doctor, Taxation
  • University of Missouri, Columbia, MO, Bachelor of Science, Journalism

Community participation

I was admitted to the Nebraska State Bar Association in November, 1983.

Interests

I enjoy staying physically active in my free time. My favorite activities include:

  • Cycling on the area trails at least once a week
  • Running with friends on Saturday mornings