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My Approach

Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we’re tracking progress against your plan and making adjustments if necessary.

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Interests

  • I offer financial seminars for area businesses and educating those truly interested in doing better for themselves financially. I believe that you learn by teaching.
  • I conduct educational workshops with several national and local companies (which I cannot list specifically here due to compliance requirements), so please call me if you would like to learn more!
  • I like going to the lake, boating, college football (Go Tigers!), grilling out with friends, health and fitness, running 5k's including the CoxHealth "Girls Just Wanna Run" and the infamous Turkey Trot!

Community Participation

Sunrise Rotary of Springfield-Past President, United Way of the Ozarks-Allocation Committee, CoxHealth Foundation-Ozarks Women's Links/Breast Cancer Awareness Board Member. One of the 20 Most Influential Women in Business in 2008 and a 40 Under 40 Business People to Watch in Springfield, MO. Our group emphasizes giving back to the community, volunteering with Ronald McDonald House, Pregnancy Care Center, Child Advocacy Center Board Member and various activities and boards with Missouri State University, just to name a few.

Areas of Focus

  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Insurance

Experience

Awards & Recognition

  • Awards1
  • Springfield Business Journal 40 Under 40 People to Watch in Business
  • Most Influential Women in Springfield Award2
  • Rotary Paul Harris Fellow

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU®  Chartered Life Underwriter
  • ChFC®  Chartered Financial Consultant
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Southwest Missouri State, MBA Management 2001
  • Southwest Missouri State, BS Marketing, 1995
  • Ozarks Technical College, Human Resources Education, 2007

Professional Associations

  • United Way of the Ozarks
  • Sunrise Rotary of Springfield

My Photos Show Thumbnails

Our office photo from 417 Magazine.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.