Dee demonstrates a steadfast commitment in her role as a financial advisor with over a decade of professional experience helping clients achieve their financial goals with precision and care. With specialized knowledge and certifications in retirement planning and divorce financial analysis, Dee offers tailored strategies to help navigate life’s most significant financial milestones. Her meticulous approach and deep understanding of investment vehicles and tax implications ensure clients receive comprehensive guidance for a secure financial future.
As a Retirement Income Certified Professional (RICP®), Dee crafts personalized strategies that align with each client’s unique aspirations and circumstances. By optimizing income streams and mitigating risk factors, she empowers her clients to enjoy comfortable retirement lifestyle while safeguarding their wealth for the long term and managing tax implications.
Outside of the office, Dee is a board chair with AHA Go Red For Women, board and committee member with Junior Achievement of Eastern Iowa, and an active volunteer with Houses into Homes. You can also find her at the gym, spending time with her children and dogs, and finding any reason to soak up the great outdoors.
CERTIFICATIONS & ACCOMPLISHMENTS:
- Retirement Income Certified Professional®
- Certified Divorce Financial Analyst®
- Accredited Investment Fiduciary®
- FINRA Series 7, 63 & 65
INVESTMENT STYLE:
- Prudent, Thoughtful, Comprehensive
IN THE COMMUNITY:
- Mentor, University of Iowa Women in Business (WIB)
- Board Member, Junior Achievement of Eastern Iowa
- Co-Chair for Circle of Red, Go Red for Women