As a trusted financial advisor, I develop personalized financial strategies for women in transitional periods of life to help them achieve their goals. Many of my clients experience job changes, divorce, marriage, the loss of a loved one, growing families or inheritances. My goal is to help my clients navigate through these transitions, feel empowered and be in control of their financial future.

I am also passionate about empowering women through my volunteer efforts. I serve as a board member for SHE Counts, a non-profit in Grinnell, IA with the mission to empower the women and girls of Poweshiek County. In addition, I am the collective leader of the Grinnell FemCity chapter, a members-only networking organization with gatherings for women launching and growing businesses or careers within a corporate or institutional setting. I am also an active member of the Grinnell Chamber of Commerce.

I graduated from Wartburg College in Waverly, IA with degrees in accounting and business administration in 2016. I hold my FINRA Series 7 and 66 Registrations along with Life Accident and Health Insurance Licenses. At Wartburg, I was a member of the Women's Golf Team and earned the opportunity to compete at the NCAA National Championship in 2016.

My husband and I live in Montezuma, IA. We met at an Iowa Cubs baseball game and continue to enjoy cheering for the Cubs. My hobbies include traveling, golfing, snowshoeing and reading.

Our family also includes our Great Pyrenees, Rosey, and our two cats, Matilda and Zachary.

Focus areas

  • Divorce Finances
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • New Investors

My Personal Interests

  • Golfing
  • Reading
  • Traveling
  • Social Responsibility
  • Spending Time with Family

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More