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My Approach
At JNBA Financial Advisors, we believe great financial planning begins with the person behind the portfolio. For nearly five decades, our independent, fee-only firm has guided individuals and families through life's most important financial decisions. Rooted in our Advice Driven by Advocacy® philosophy, our Financial Life Planning approach places your goals and values at the center of every recommendation. As fiduciaries, we act as your advocate, helping you make informed choices about what matters most to you and the people you care about. Your plan is grounded in your priorities and designed to adapt as those priorities evolve.
The Clients I Serve
Business Owners, Executives, Government & Military, High Earning First Generation, LGBTQ+, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Caregiving for Aging Relatives, Compensation Changes, Death in the Family, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, Funding Education, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Working with JNBA means working with a team. Our multigenerational team structure gives clients access to a bench of experience and ensures continuity across generations. We review client portfolios every 10 business days, so your investments stay connected to your goals as market conditions shift. When your situation calls for specialized expertise, we proactively coordinate with your estate, tax, and risk professionals, making sure the pieces of your financial life work together. From onboarding onward, our process is designed to keep you informed, prepared, and clear on what comes next.
Disclosures
Please see important disclosure information at jnba.com/disclosure
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.