I’m a financial professional dedicated to helping individuals and businesses pursue financial security with confidence. A graduate of Buena Vista University with a degree in Finance and Marketing, I began my career with Mutual of Omaha in 2021. I hold the SIE, Series 6, 63, and 65, along with Life and Health licenses, and specialize in comprehensive retirement planning.
I also serve as a 401(k) advisor, helping businesses establish or improve retirement plans and guiding participants in maximizing their benefits. My approach blends investment strategies with protection solutions like life, disability, and long-term care insurance to create customized, well-rounded plans.
Based in Sergeant Bluff, I work with clients across multiple states and focus on clear communication and long-term relationships built on trust.