Have you determined your summer spending plan? As summer approaches, so do summer travel plans. If you’re planning a vacation, creating a spending plan can help you feel prepared for costs like beach visits, souvenirs, and all the fun things in-between. Ready to create yours? I can help!

Fraternal organizations like Modern Woodmen bring people together for good. Ask me how!

Three down courses down, four to go! HS321 (Fundamentals of Income Taxation) was probably the most difficult course I have taken to date. I started out wondering if I could pass it and ended up missing an "A" by 1.07%. Well, on to HS326 (Planning for Retirement Needs).

Are finances causing stress? When your finances seem out of control, it can cause anxiety. But together, we can take back control. We'll review your current finances and build a plan to get you back on track. Let’s talk.