I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
- New Neighbors League of Omaha
Sponsor - Omaha Ski Club
Member - Executive Women's Golf Association Board Member
- Omaha Pedalers Bicycle Club Member
- Covenant Presbyterian Church
- Financial Planning
- Asset Management
- Estate Planning
- Lending Services
- Long Term Care Insurance
- Municipal Bonds
- Retirement Planning
- Wealth Management
- 401k Rollovers
- 529 Plans
- Annuities
- Cash Management
- Certificates of Deposit
- Education Planning
- Life Insurance
- Qualified Retirement Plans
- Structured Settlement Annuities
- Corporate Retirement Plans
- Defined Contribution Plans
- Fixed Income
- Professional Portfolio Management
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Bachelor of Science
Wayne State College
Wayne, NE - Master of Business Administration
University of Nebraska at Omaha
Omaha, NE - Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- 2009: Inducted into the Wayne State College Athletic Hall of Fame -- Women's Basketball
- 2010: Named as one of the Premier Wealth Advisors in Nebraska by Omaha Magazine and B2B
- Item Three
- 2006
- Present: Morgan Stanley Smith Barney
Financial Advisor
Financial Planning Associate
Worked in the Financial Services Industry since 1999
Whenever the market is up or down 150 points, the 150 Point Letter posted under Investing and Market Insights, will provide insight. Whenever you have questions about market activity, please contact us.
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See Investing and Market Insights for the May On the Markets from the Global Investment Committee featuring
• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.
• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.
Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.




