I was born and raised in Northwest Iowa and have enjoyed raising my family here. After being in the healthcare field for approximately 16 years, I was inspired to change careers after treating an insurance agent who sparked my interest. 5 years later, I knew that to better serve my clients I needed to add in the financial planning component.
Why I Chose this Profession
I enjoy getting to personally know and understand each client individually, understand what matters most to them, and help them stay organized on a consistent, long-term basis to pursue their goal. I prioritize educating my clients about how to align what they want in life with their financial portfolio – both present and future.
Something Unique & Different About Me
- I am a little bit of a “tomboy” but like to be girly too.
- I am a shirttail relation to Robert Louis Stevenson.
- I worked in Occupational Therapy for 16 years. My little brother had Cerebral Palsy and I was fortunate to have a “special brother” for 19 years.
- I love to travel with “no agenda” on my vacations.
- I love anything non-fiction from books to TV.
Outside of work, I’m most passionate about…
Being an active Mom to my two boys, Tate and Cale. They are both now teenagers! On the days you wonder if you will ever survive raising boys, you blink and they are preparing to approach adulthood and leave the nest. I am not prepared for that!
When Not in the Office, Look for Me…
Chasing my boys in baseball, basketball, trap shooting, golf and football, hunting, snow skiing, boating, attending Iowa football games, and spending time with friends and family.
How I am Advancing My Knowledge
By engaging myself in an intuitive team that’s vision is fiduciary minded while specializing in custom financial planning and disciplined investment methodology. This career is rarely idle – anticipation and preparation are key and especially during times of uncertainty. I am currently completing the last leg of the Certified Insurance Counselor (CIC) exam and will start to prepare for the preparation of the CERTIFIED FINANCIAL PLANNERTM certification in the future.
Education & Certificates
BA in Human Services from Buena Vista University, Storm Lake, IA.
FINRA Securities Licensed Series 6,7,63,66
Licensed in Life & Health & Accident, Property & Casualty, Annuities and Personal Lines.