Caring for people has been a common thread throughout my life. I grew up watching my dad make his way through medical school and eventually become a family practice physician in a small Iowa community. I later spent nearly 10 years working alongside him in his practice, serving as a patient advocate and supporting everything from medical coding and billing to patient care.

That experience taught me that people are never just a name on a schedule or a task to complete. I saw firsthand how much it matters to listen, follow through, pay attention to the details, and genuinely care about the person on the other side of the conversation.

When our family practice closed in 2016, I found a new direction in financial services and quickly discovered how naturally my love for people, technology, and operations came together. I began supporting independent financial advisors virtually, then went on to work at LPL Financial and with an independent RIA.

It was a privilege to have those experiences and bring them all together at Rooted Wealth. I work behind the scenes to help create a thoughtful, consistent client experience while also getting to know the people and families we serve. I believe the details matter because there are real people, real relationships, and real lives connected to them.

I’m married to Chris, an Army National Guard veteran, and we have three children, Adelyne, Luxx, and Banks. We live on 10 acres in Iowa, where my family keeps me surrounded by softball, wrestling, baseball, dance, outdoor adventures, and plenty of projects around our property. I’m happiest near the water, with a good thriller or personal growth book, decorating something, or finding an excuse to sing.