The best financial
advice starts with listening and seeing the world from your point of view. Most of my work focuses on retirement, creating a steady income, managing investments
and planning for taxes. If you are already retired — or you're getting ready because it's
close — I can help you build a plan designed to support your income needs and work the
way you need it to. I help people accom
plish what is important to them, such as: Spending time with friends
and family. Traveling. Living comfortably. Being generous. Enjoying hobbies, interests and
activities. Volunteering. Clients tell me they appreciate how I simplify complex information to make clear,
informed decisions. If a stack of forms or a swirl of jargon feels overwhelming, we’ll
tackle it together step-by-step so you can focus on your life instead of paperwork. For example, I help with coordinating income in retirement, including:
• Dividends
• Required minimum distributions
• Social Security
• Pensions
• Distributions
• Rollovers
Together, we'll build a plan intended to help provide income stability, work with your tax professional to minimize taxes, and align your investments with your goals. For those facing more personal transitions, I provide steady, step-by-step guidance. These
situations can be both emotional and complex, and I work to make the process clear and
manageable. During big life changes, my help can include:
• Handling an inheritance
• Making financial decisions after losing a spouse
• Working through the process of selling land or a family farm
As a CERTIFIED FINANCIAL PLANNER® professional, I have expanded my knowledge base
surrounding estate considerations, trusts, investments, and insurance planning. I continue learning every year so I can better serve my clients across northeast Iowa, southeast Minnesota, the Driftless Region and Bluff Country, as well as throughout the United States. In short, with me, you get an experienced and knowledgeable financial coach whose
advice is backed by the robust resources of Edward Jones. If you’re ready for guidance
that’s as compassionate as it is comprehensive, let’s start a conversation.
