Helping others has always been at the heart of who I am, and that same philosophy guides the way I serve clients as a financial advisor. I believe that meaningful financial guidance starts with listening—understanding your story, your values, and the goals that drive your decisions. My role is to bring clarity to complexity and explain strategies in a way that feels straightforward, empowering, an
d tailored to your life. Before joining Edward Jones in 2018, I spent more than 11 years in the property and casualty insurance industry. That experience gives me a deep perspective on risk, protection, and long‑term planning. It allows me to build comprehensive, thoughtful strategies that connect all areas of a client’s financial world—from wealth accumulation and retirement income planning to legacy and multi‑generational wealth considerations. In 2020, I completed my bachelor’s degree from the University of Nebraska at Omaha, reinforcing my commitment to professional excellence and continual growth. Rooted in the Omaha and Papillion-La Vista community, I understand the families and professionals I serve because I’m part of the same community fabric. I’m raising my daughter here, supporting local organizations, and building connections grounded in trust. Columbkille Catholic Church and the Ordinariate at St. Barnabas Catholic Church also shapes my values of service, humility, and integrity. Outside the office, I enjoy time with my daughter, visiting our horse Flash, being out on the water at Beaver Lake, and contributing to causes that strengthen our community. I’m honored to serve as the Board Secretary on the Executive Committee for the Cathedral Arts Project Board of Directors, helping support the arts in Omaha through leadership and collaboration. At my Dundee office in the Dundee Flatts building, my Senior Branch Office Administrator, Jeanne, and I work as a unified team dedicated to delivering a high‑touch, personalized experience. We believe financial advising should be relationship‑driven, not transactional—and we are committed to providing the level of care, attention, and responsiveness that clients with complex financial needs deserve. If you’re seeking a financial partner who will take the time to understand what matters most to you and guide you with clarity and confidence, I would be honored to meet you.
