Why do you enjoy helping people with their investments and financial planning?

I enjoy helping people live a rewarding life. Finances and investments can be a complicated and confusing part of people’s lives, so it’s very fulfilling to see someone succeed in their goals.

What makes you a good financial advisor?

I am a problem solver and pay attention to the details. My priority is achieving the best outcome for our clients by keeping their goals and values at the foundation of every decision.

If you could help each of your clients do one thing, what would it be?

I would help them use money as a tool to live a fulfilled life.

What about your life are you most proud of?

I am proud to be working at Panoramic. Where I am from, the model and concepts of fee-only financial planning are not fully embraced. For many years, I had a dream to work for a company who prioritized financial planning as the foundation of the relationship, and I’m so proud to be able to work for a company who believes in doing it this way.

If you weren’t a financial advisor, what would you do?

I would own a food truck that serves crazy mac & cheese meals.

What’s your favorite book?

My favorite books are the Harry Potter series. They’re all too good to pick a favorite though!

Outside of work, what do you love to do?

I love cooking, being outdoors, and staying active by playing tennis and golf.

Professional High Points:

Graduating Magna Cum Laude with my business degree in three years

Earning a master’s degree in Family Financial Planning

Becoming a CERTIFIED FINANCIAL PLANNER™ Professional

Education and Certifications:

B.S. in Business Administration (Finance Option), University of Nebraska - Omaha

M.S., Child, Youth, & Family Studies (Family Financial Planning), University of Nebraska - Lincoln

CFP®

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