I’ve worked with Matt, Jon and their clients since 2016 and am responsible for overseeing the day-to-day operations within the firm. Prior to working for Jon and Matt, I worked in the customer service industry for 10+ years. I am dedicated to creating a meaningful customer experience for all our clients. I work closely with our insurance providers, fund companies, and home office staff to streamline client needs and requests. I hold my Series 6 securities registration.
In my spare time, I enjoy spending time with my husband, Nathan, and our two children, Atley and Axel. We keep busy with kids activities, lots of time with family and friends, and many Iowa State sporting events.