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

My husband, Chris, and I live in University City with our beautiful 3.5 year old daughter, Sophia. When I'm not working, I'm usually busy with your average 3 year old activity such as going to the zoo, coloring, or reading stories. I enjoy traveling, volunteer work, theater, and dance. I love to rehab old homes and bring 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
  • Education Planning
  • Small Business
  • Investments
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies

Experience

16
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Awards & Recognition

  • FIVE STAR Wealth Manager1, 2011 - 2014

Education

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