LPL Financial Advisor
Where did you grow up?
What year did you begin your career at Two Rivers Bank & Trust?
I started at Two Rivers Bank in 2016.
Can you please explain your current role?
I am a LPL Financial Advisor with Two Rivers. I help my clients plan their future and understand their finances.
Leading up to your current job, what other experience do you have related to the banking industry? In what year did you begin your banking career?
I began my career in banking in 2015 as a teller in the Iowa City area after college. I transitioned to Two Rivers Bank & Trust when I relocated back to the Burlington area in 2016. I worked as both a teller and a Personal Banker at Two Rivers Bank & Trust.
Do you have any special certificates / awards or designations held with LPL Financial?
I currently have my Series 7 & 66 securities licenses with LPL Financial. I’m registered in Iowa, Illinois, and Missouri for advisory business, and I carry personal lines insurance licenses as well.
Please highlight your community involvement.
I’m currently involved with Young Professionals.
What do you enjoy most about your role at Two Rivers Bank & Trust?
I love working with my customers and I enjoy their trust in me the most. The most satisfying part of my job is helping others with their finances and knowing that they have confidence that I’m taking care of them.
What does being a good neighbor mean to you?
Being a good neighbor means giving a helping hand and working together. It means that I’m there for other people and if we work together we can accomplish our goals.