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.


I am the mother of a fabulous and dynamic 4.5 year old daughter named Sophia. She is in her final year of preschool and will start kindergarten in 2016. We spend time reading, coloring, and going to the zoo. I love animals, cooking, working on my house, theater, and dance. We have Chihuahua named Butch, who we spoil rotten.

Community Participation


17 98 View scores

Areas of Focus

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

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2011 - 2015


  • CRPC®  Chartered Retirement Planning CounselorSM
View Definitions


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

My Videos(6 videos) X

View All Videos