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
42
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
  • Saving for Education
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Iowa State University of Science and Technology, Ames IA
  • Bachelor of Science; Consumer Economics/Human Sciences

Awards & recognition

  • CIO Wealth Strategies, Forbes Best-in-State Wealth Management Teams, 2023-2024

Community participation

It’s truly a joy to stay involved in giving back to my community through a variety of organizations. I am grateful to be able to participate with others in enhancing our community and world. I've been involved with:

  • Habitat for Humanity
  • Child Saving Institute
  • Community Cupboard Food Pantry
  • Nebraska AIDS Project
  • Girls Inc.
  • Center for Faith Studies
  • Darkwood Brew Web TV Project
  • Boy Scouts of America volunteer
  • Countryside Youth group leader/mission trip guide
  • Parent/Coach support for youth sports teams

Interests

I am an active outdoors person at heart. My son Drew and I built a large koi pond with waterfalls, boulders and streams to enjoy with the other gardening and landscaping projects we have ongoing. I love my dog, Hank, the 5th Vizsla I've adopted. He's very spoiled. I enjoy non-competitive sports with friends, including jogging/walking, cycling, swimming/canoeing/kayaking and all water activities...anything that keeps me active outside with my neighborhood "family". I'm in several book clubs. I love to cook and drink wine from our family winery. Travel is a true passion. I love live music, especially outdoors. I keep busy!