We all have vivid memories of life-changing moments. Rarely, however, do we recognize the impact those memories may have on our futures.
For me, it was when, as a Private in the U.S. Army, my Sergeant cared enough to take the time to tell me, “Go get a Roth IRA.” That may not sound like much, but when having a special-needs child ended my military service, that exhibition of care provided a foundation for my service to others.
While finishing my graduate degree, I was led to serve abuse victims as the executive director of Crisis Intervention Services. We provided outreach, court advocacy, emergency shelter and transitional housing. I learned the importance of self-sufficiency and began volunteering as a financial counselor.
My passion took me on an amazing career journey which has allowed me to help others flourish in personal growth, boldness and self-confidence. I taught at William Penn University, provided workshops for first-time home buyers, served families in need and child care providers through the DHS Child Care Bureau, and served as the executive director of Mahaska County YMCA.
I then joined Edward Jones and relocated to Des Moines where I continue my journey of helping through helping clients plan for their financial futures. When I’m not at the office with my BOA, Lisa Thai, you’ll find me around Beaverdale with my family enjoying the outdoors. I volunteer with the Des Moines West Side Chamber of Commerce, Iowa Coalition Against Sexual Assault, American Business Women Association and the Consortium. I enjoy cheering for my son and daughter; Jessica and her Roosevelt High swim team, Sam and his Special Olympics teams.
I live to serve others. My diverse experiences and compassion help me appreciate your unique financial needs allowing me to create personalized strategies. I want to be there for you for the rest of our lives, because I am committed to you and your future. If this appeals to you, then let’s work together on your financial future.
- Military Professionals & Veterans
- Retirement Savings Strategies
- Business Retirement Plans
- Portfolio Reviews
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Community Outreach
- Horseback Riding
- Spending Time with Family
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