My Approach

My mission is to help my clients plan for more confident financial futures. I help them work toward this goal by focusing on building relationships and sharing what I've learned through my years of experience. I aspire to translate my clients' dreams into plans with purpose. I provide personalized financial advice and client service that can help you plan to achieve your financial dreams and goals, too.

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Interests

When I'm not working, I'm usually busy with my daughter , Sophia. We spend time doing many of your average 4 year old activities, such as going to the zoo, coloring, or reading stories. I love to cook, volunteer work, theater, and dance. In my free time, I also enjoy rehabbing old homes and bringing them back to life. Family and friends are an important part of my life.

Community Participation

Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Sustainably Responsible Investing
  • Executive Compensation and Benefit Strategies
  • Investments
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Employee Stock Options
  • Small Business

Experience

17
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Awards & Recognition

  • FIVE STAR Wealth Manager1, 2011 - 2015

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • B.S. Business: Finance, Truman State University, Kirksville, MO