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Areas of Expertise
Real Estate
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Personal
As a Finance and Real Estate double major, I had quite a few career options coming out of college. It was an internship at a large RIA with deep accounting roots where I learned about the financial services Industry and made the decision to pursue it as my career.
With an analytical and personable approach,
I take pride in helping Individuals and families develop a deep understanding of their financial well-being and assist them in reaching their long-term goals.
Originally from Cedar Rapids, IA, I made the move to Kansas City in June of 2023. I currently reside in
Midtown with my labradoodle pup named Milo. I enjoy exploring the city, traveling, staying active, seeing family and friends, as well as staying on top of my favorite sports teams.
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Professional & Community Involvement
- Wealth Management Strategist, Buttonwood Financial Group, LLC: 2023 - present
- Senior Associate, Choreo (Formerly RSM US Wealth Management): 2018 - 2023
- IT Intern, CBE Companies: 2016 - 2018
- Part-Time Student in Continuous Improvement Project Management, John Deere: 2015 - 2016
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Registrations / Licenses
- Series 65 Licensing Exam
- Financial Paraplanner Qualified Professional (FPQP®)
- Accredited Wealth Management Advisor (AWMA®)
- Bachelor of Business Administration - Finance & Real Estate, University of Northern Iowa: 2017
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