For over 25 years I have worked in the financial industry helping high net worth clients realize their goals. I partner with clients to create a comprehensive financial plan and build a portfolio that works to realize their dreams.
I specialize in working with successful female executives. Studies have shown that women approach financial matters differently and are often left out of conversations. It is my mission to empower women with financial knowledge and give them the confidence to take control of their financial wellbeing. I listen and assist them in making the best financial decisions for themselves and their families.
Giving back to the community is important to me. I'm proud to serve as a MICAH House Board Member, STAR Society member, Fund Development Committee member, Heartland Family Service Guild Board Member and Chairperson for Iowa FamilyWorks.
It is a privilege to help clients build, manage, protect and transition their wealth. I’m thankful that clients entrust me with such an important facet of their lives.