My Approach

Everyone's financial picture is different – and the picture changes over time. I'll work one-to-one with you to understand your financial goals and needs, as well as the amount of risk you are willing to assume. Then, through a long-term relationship based on personalized, knowledgeable advice, I'll help you make informed financial decisions tailored to help meet your needs at every stage of life.

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Interests

  • Enjoy: Hiking, Camping, and Gardening
  • Marital Status: Married; Children: 5 Step Children
  • Have Lived in St. Louis for over 30 years.

Community Participation

My office supports the Ronald McDonald House whose mission is to provide a comfortable place to stay for families of seriously ill children receiving treatment of St. Louis area hospitals. My office also volunteers at the St. Louis Area Foodbank which is an organization that relies on the generosity of others to make a difference in the lives of those in need of food assistance. Since that time, they've grown to become the Bi-State region’s largest non-profit 501(c)(3) food distribution center dedicated to feeding those in need.

Areas of Focus

  • Women's Financial Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies

Experience

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Awards & Recognition

  • FIVE STAR Wealth Manager1, 2011, 2012, 2013

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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.