Our Firm

You know what you value.  I can help you understand the value of what you own.

As a Holistic Financial Advisor, I enjoy working with clients to help them with their assets, help make investment choices, and develop financial strategies to help pursue their financial goals.  Believing that the best way to do business is with integrity and loyalty; it is so important to seek and develop trusting relationships with my clients, their families, and their friends.  But above all, the most rewarding part of my job is doing what is in the best interest of my client.

I have been helping clients work towards their goals for over 36  years. I am a Certified Financial Fiduciary and a graduate of the The American College, holding seven designations including a CAP, CLU, ChFC, CASL, RHU, REBC, and one designation from The National Assoication of Life Underwirter, LUTCF.  I am actively involved in the  Hampton Kiwanis Club. I also enjoy serving in Praise and Worship Ministry, Missions around the world, and a Prayer Shall Ministry.  

My husband, Paul and I have been married for 34  years and reside on a farm in Latimer, IA.  We have five grown children, Michael, Christopher, Matthew, Tami, and Rachael, and ten grandchildren.