Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
43
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Saving for Education
  • Retirement Income Strategies

Qualifications

  • Series 3 - National Commodity Futures Examination
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • B.S. Business, 1980, Economics, University of Nebraska, Lincoln, NE

Awards & recognition

  • Five Star Wealth Manager, 2017,2018,2019,2021,2022,2023,2024

Community participation

  • Junior League Kansas City Missouri, Sustainer
  • Centurions Kansas City Missouri, Alumnae
  • Parvin Estates, Board Member, Kansas City, MO

Interests

Gardening | Reading | Community Activities | Family Vacations