ABOUT ME

 

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 2014. I help clients succeed by working with them to understand their financial goals and how to meet them. Each individualized wealth plan is then tailored and fluid to adjust to the client’s needs while maximizing wealth.

I live in North Liberty, and serve clients in Iowa. I enjoy cooking, traveling and exploring the outdoors in my free time.

My areas of focus: Doctors, Executives, Retirees, Women

Education

  • University of Northern Iowa: Bachelor of Arts, finance
MY OFFICE

 

204 E Washington St PO Box 1880
Iowa City, IA 52240

advisor address map to204 E Washington St PO Box 1880
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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.