When I joined Peak in 2015, I had already been helping clients achieve their financial goals as a financial advisor for ten years. My planning and investment advisory experience has all been associated with independent firms in which my education, certifications, and comprehensive financial planning practices could be fully utilized.
My education includes a BA in Business at the University of Nebraska-Lincoln and completion of the CFP® Professional Education Program through the College of Financial Planning. I achieved the Certified Financial Planner™ (CFP®) designation in 2011 and Enrolled Agent status in 2012, both of which require continuing education every year.
Through the strategic use of our Schwab Donor Advised Fund and volunteer work, our family is blessed to support many charitable causes which include our local church, nature conservancy, and local and international child development organizations. In our free time, our family enjoys skiing, hiking with our Golden Retriever, Maggie, biking and golf.