My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

Teaching money concepts is my passion.

Experience

? 27 ? 100 View scores
 
 
 

Areas of Focus

  • Women's Financial Strategies
  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Saving for Education

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2012 - 2013

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • M.B.A., 1980, Business Administration, University of Missouri, Columbia, MO
  • M.S.P.H., 1980, Health Services Management, University of Missouri, Columbia, MO
  • B.S., 1974, Biology, Medical Technology, Southeast Missouri State University

My Videos(1 videos) X