Carmen’s interest in personal finance and investments began in college. Seeing students struggling to make ends meet while putting themselves through school created a desire to help others make good financial decisions.
She obtained her Series 7 and 66 securities registrations and her insurance license and started a career with Cetera in 2012. Carmen strives to understand and appreciate each client’s financial situation before making recommendations. She believes each person should fully understand the choices, portfolios, and strategies that will help them achieve their financial goals.
Born and raised on her family’s farm near Ames, Iowa, Carmen attended Iowa State University where she graduated with a BBA in Finance. After marrying her college sweetheart, they started their family and raised four children: Stefanie, Brittani, Kellie and Nick. They now have two special granddaughters, Savannah and Scarlett. If they are not at home in Minnesota enjoying the outdoors, they can be found in California visiting their children and grandchildren.