I have been a financial advisor with Edward Jones since 2018. Prior to joining the firm, I worked in marketing and management.

Using an established process, I build personalized financial strategies for my clients that are designed to help achieve their unique goals. I take the time to get to know my clients on a personal level and truly listen to their stories. I then construct measurable objectives tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients to help keep them on track. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs, attorneys and other trusted professionals, always keeping client information confidential.

I am proud to serve a wide variety of clients, whose goals range from growing wealth to saving for education expenses to planning and living a successful retirement. I regularly work with multi-generational families to develop unique strategies of wealth transfer. Many of my clients are also small business owners with whom I create strategies for business succession, asset growth and tax reduction.

I am dedicated to educating the members of my community on how to make their money work for them. As a member of an agricultural family, I understand the value of hard work. I also appreciate the changing needs of younger generations. No matter their situations, my clients are assured that I will work tirelessly to help them achieve their distinct versions of financial success.

Within the community, I serve as a member of the Junior League and the Siouxland Chamber of Commerce. Outside of the office, I love competing in rodeos. While in high school, I represented the state of Iowa twice in the National High School Finals Rodeo. I continued competing while in college. In my free time, I enjoy scuba diving, collecting antiques, hunting for deals at auctions and refurbishing furniture.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

My Personal Interests

  • Horseback Riding
  • Scuba Diving
  • Spending Time with Family
  • Antiquing
  • Home Improvement

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Web Conferencing
Email Me

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