My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.

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Interests

I have lived in Saint Louis my entire life. Presently, we are in the University City area. I have a beautiful and snart four year old daughter named Sophia. We are animal lovers and have three Chihuahuas with personalities to spare. When I'm not working, I'm usually busy with 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. Over the years, I have learned to love rehabbing old homes and bringing them back to life. Family and friends are an important part of my life.

Community Participation

  • Cultural Festivals
  • Australian Shepherd Rescue of St. Louis

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 - 2014

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

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