Professional
Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.
Associations and Memberships
Professionally, I am a Life and Qualifying member of the Million Dollar Roundtable (2008-present), member of the Central Iowa Society of Financial Services Professionals (FSP), NAIFA - the National Association of Insurance and Financial Advisors, IAIFA - Iowa Association of Insurance and Financial Advisors, and NAIFA - Des Moines, and member of the Des Moines Estate Planning Group.
I served on the Board of the Central Iowa Society of FSP and was the President for 2013-2014 chapter year.
I have studied through The American College to earn my CFP®, CLU®, ChFC®, CASL®, REBC®, RHU® and RICP®. The American College, founded in 1927, and located in Bryn Mawr, Pennsylvania, is the nation’s leading educator of professionals in the financial services industry. I am currently completing my MSFS - Masters of Science in Financial Services with an anticipated 2022 completion date.
CFP® CERTIFIED FINANCIAL PLANNER™
The CERTIFIED FINANCIAL PLANNER™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
RICP® Retirement Income Certified Professional
CLU® Chartered Life Underwriter
ChFC® Chartered Financial Consultant
CASL® Chartered Advisor for Senior Living
REBC® Registered Employee Benefits Consultant
RHU® Registered Health Underwriter
Awards and Recognition
Million Dollar Round Table Qualifying Member 2008-2016
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Million Dollar Round Table Qualifying/Life Member 2017-2019
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 2003-2004, 2008, 2010
Award recognizing persistency and performance
National Sales Achievement Award 2002-2004, 2008, 2010
Award recognizing performance