Since starting my career in 2012, I've been helping clients by organizing, building and managing their wealth, protecting what they have worked so hard to achieve and finally, transferring their wealth with ease and dignity. Every client is different. Every solution is personalized.
My office is located at 605 E. 4th St in Yankton, SD. The secret to my success has been my Branch Office Administrator, Theresa Burbach. Her friendly personality is dedicated to providing the highest level of service possible.
I grew up in Vermillion and loved spending time on my family farm. Today, my husband, Kyle, and I have a daughter – Anna, and son – Logan. Anna is 3 years old and such an adventure. Logan is 1 and has a smile that will melt your heart. I am an active member of the community and our church. I enjoy spending time outdoors, working on projects and being with family. We are truly blessed to live where we grew up and to serve our community.
As my business has grown, I've been fortunate to work with families and business owners. It's a true privilege to serve my clients and provide them with financial confidence; whether that is putting together a plan for retirement, sending a child to college or helping them pass on a legacy to their loved ones, we are here for you.
I emphasize making the complex simple, so clients feel confident in their strategy. If you are searching for a financial advisor that cares deeply about you, call me to experience a face-to-face meeting and a lifelong partnership.
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- College Savings
- Entrepreneurs & Business Owners
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Health & Nutrition
Office Address605 E 4th St Suite 1
Yankton, SD 57078 opens in a new window