Helping clients live the life they envision
I work with families and help them envision what the future may hold. My planning process simplifies the complexities of each person’s financial journey. Through my process, clients can have a clearer vision of their complete financial life.
I help clients reach their financial goals so they can enjoy the life they envision. I feel it’s important to guide clients through the complexities of their financial issues in a way they can understand. I believe they are best served with a holistic approach. Clients receive the best range of options through a collaborative approach involving other professionals. I find what I do is extremely meaningful and rewarding, and I love learning and growing each day. My goal is to have an efficient business so I can enjoy time with my family, while at the same time knowing everyone is being taken care of.
My investment philosophy
I believe in an asset allocation strategy to create a broadly-diversified portfolio of investments. I use both passive and actively managed investments. In addition, I closely monitor market and economic events to identify short-term investment opportunities. I add tactical managers or funds as appropriate to help take advantage of the upside, yet still help provide some protection on the downside. What’s important to you? Professional wealth management helps you prioritize your objectives and prepare financially to accomplish them. Helping you with the financial side of achieving what is important to you is central to everything we do at RBC Wealth Management. My services include:
- Planning for retirement
- Creating an income during retirement
- Funding an education
- Preparing for a major purchase
- Insurance services
- Creating the legacy by which you want to be remembered
I have been helping clients achieve their financial goals since 1990. I graduated from the University of Nebraska with a Bachelor of Science degree in finance and economics, then began my career with Dain Bosworth, the predecessor firm of RBC Wealth Management. In 2008, I completed the extensive curriculum to earn my CERTIFIED FINANCIAL PLANNER™ certification. In 2018, I completed the coursework to earn the Retirement Income Certified Professional® designation. I passed the Series 6, 7, 63 and 66 securities exams, and hold my Nebraska life insurance license. Outside of work, I am involved in P.E.O. International, a philanthropic organization where women celebrate the advancement of women. I serve as president of a local chapter. I also enjoy spending time with family and friends, whether it be in book club, yoga class or going out for dinner. My summer vacation is usually spent with my husband exploring a national park.