Life is full of transitions. Some you choose. Some are chosen for you. I am passionate about partnering with my clients and their families to prepare and thrive through the transitions in their lives. In 2005 I earned my CFP® professional designation, joined Edward Jones in 2010 and earned the ChFC® professional designation in 2020.

Using an established process, I help develop visions for my clients’ futures based upon what is most important to them. Working alongside my clients, I craft personalized strategies that are designed to help achieve their unique goals. I empower my clients to confidently make informed choices and protect them from life’s unexpected events. Once the strategies are implemented, I maintain communication with my clients, celebrating their victories and helping keep them on track for life. In order to provide a comprehensive service, I collaborate with my clients’ trusted professionals, including their CPAs and attorneys. In all of my communications, I maintain strict confidentiality.

I am proud to partner with a wide variety of clients whose goals range from growing wealth to saving for education expenses to planning and living a successful retirement. My office partner, Lizzie Tibbetts, and I are especially honored to work with multigenerational families who entrust us with their ambitions. I am registered to serve clients in many states.

Raised on a small dairy farm in Minnesota, I developed a strong work ethic and learned to appreciate a sunset viewed from a tractor. I graduated from Buena Vista University in Storm Lake, IA, briefly lived in Texas, and eventually settled in central Iowa. Outside of my role with Edward Jones, I enjoy spending time with my three children, watching my son play baseball, walking my dog Bella, reading and traveling.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Wealth Strategies
  • Business Retirement Plans

My Personal Interests

  • Pets
  • Reading
  • Snorkeling
  • Spending Time with Family
  • Traveling

Office Information

Office Address

522 Broad Street Story City, IA 50248

Mailing Address

Po Box 122 Story City, IA 50248

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30AM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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