Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Business Retirement Plans
  • Insurance
  • Investment Management
  • Cash Flow Management Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Ph.D. in Economics, University of Missouri, Colombia, MO.
  • Series 7 Licensed
  • Series 63 Licensed
  • Series 65 Licensed

Education

  • Ph.D., 1980, Economics, University of Missouri, Colombia, MO
  • M.A., 1974, Economics, University of Central Missouri, Warrensburg, MO

Awards & recognition

  • Five Star Wealth Manager, 2012-2024

Community participation

Interests

  • Walking at The Arb
  • Exercising
  • Kerrytown Farmers Market
  • Playing chess
  • Cooking Mediterranean cuisine for family and friends
  • Travelling, warm climates in particular, especially California and Florida
  • Participating in events within my community