Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Domestic Partner Planning
  • Cash Flow Management Strategies
  • Insurance
  • Investment Management
  • Small Business
  • Retirement Planning Strategies
  • Estate Planning Strategies


  • Series 7
  • Series 66
  • Life & Health Insurance Licenses

Previous experience

  • Assistant Manager, Country Club Bank, 2017-2021
  • Insurance Agent, MOFB, 2021-2022

Community participation

Belton Education Foundation, Member since 2021. I help the foundation with fundraisers during the school year, to help support students ranging from elementary to high school. I have been a part of the community for over 6 years, and greatly enjoy giving back to the future scholars of the community.I am also a proud member of the Belton Chamber of Commerce. I greatly enjoy networking with other business professionals, and working together to build and grow our local businesses and community.


Outside of work, I enjoy spending time with family and friends, and exploring the great outdoors. Whether it's playing golf, fishing, hiking, or simply taking a stroll through nature, I also enjoy attending Chiefs game for I am a born and raised Red & Gold fan.