I am a financial professional with over a decade of experience helping clients navigate complex financial decisions with clarity and confidence. I began my career in lending, working as a mortgage originator from 1998 to 2004 before owning and operating a mortgage brokerage from 2004 to 2010, where I built strong expertise in client advising, team leadership, and business operations.

I hold a Bachelor of Science in Construction Engineering from Iowa State University. My engineering background informs a disciplined, analytical approach to financial planning, allowing me to translate complex data into clear, actionable strategies. Combined with early experience in door-to-door sales, which sharpened my communication skills and client focus, I bring a balanced blend of technical precision and personal connection to every financial plan I design.

NPN: 15917896