165 East 4th Street
LPL Financial Advisor
"We not only provide investment advice, but look at your entire financial world to make your money work harder and smarter for you."
I am passionate about helping clients create a financial plan to help manage short-term goals and long-term aspirations. Prior to becoming a financial advisor, I worked for several years in the banking industry. Through my experiences there, I saw a need for guidance in not only financial planning, but in budgeting, investing, and beyond.
When I'm not in the office, I enjoy gardening, golfing, and spending time with my husband - Randy - and my family. Grandkids are so very enjoyable!
I started my financial career in 2018 with Waddell and Reed and have since transitioned over to LPL Financial. I became a licensed Financial Advisor in 2019 and look forward to serving you and your financial needs for many years to come.
Prior to my time with Waddell and Reed, I graduated from Kansas State University in 2017 with my Bachelor of Science in Business Administration – with a concentration in financial services.
I was raised in Ulysses, Kansas. I have one brother, Derek, and the best parents in the world. I am married to my high school sweetheart, Gaby, who is currently a physician in Wichita, KS. When I'm not in the office, I enjoy just about any sporting activity and love spending time at the lake with my family and friends. My passion is helping others in any aspect that I can.
Wealth Management Assistant
My primary responsibility is assisting our Financial Advisors with servicing clients' Financial Plans. My professional background is in agriculture, accounting, and finance. I've worked for USDA/FSA for 16 years and served as Sherman County Treasurer for 10 years. I also have six years of working experience in accounting firms.
In my downtime, I enjoy spending time with my husband and son camping, fishing, and attending as many college sporting events as possible. I also serve on many local boards and organizations.
I am very passionate about working with people and helping them in any way that I can. Here at Precision Wealth Planning, I get to do just that! I am very excited to work alongside Kathy, Chase, and the entire Precision Wealth team while getting to know our clients.
I'm originally from northwest Kansas and moved to the Salt Lake City area where I worked human resources and payroll for several years. Recently, I moved back to the Atwood area to be closer to family. When I'm not in the office, I enjoy spending my free time with family and doing almost anything outdoors.