Down Home Financial

Financial Advisor

Regardless of your life stage, income or goals, I can work with you to create an affordable financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.

I’ve been a financial advisor since 2015. I assist my clients in many ways from estate and succession planning, insurance planning, investment planning, education planning, retirement planning, Social Security & Medicare planning, investment tax strategies, and dealing with major life events (marriage, buying land or a house, and caring for aging parents). Whether you have basic needs or a more complex financial picture, I can help.

Will you outlive your money or will your money outlive you? I seek to discover unique solutions for ranches and farms as they prepare to make the business affordable for the next generation while still keeping the current generation financially independent. With that, I focus on farm and ranch financial needs as well as those individuals and industries involved directly or indirectly with agriculture. I believe taking a holistic view of a client's financial situation to help ensure all pieces of the financial picture are working in unison makes all the difference!

07/18