Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Small Business
  • Estate Planning Strategies
  • Saving for Education
  • Insurance
1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • SIE - Securities Industry Essentials Examination
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Health, and Accident Insurance

Education

  • Bachelors Degree - Financial Planning, Missouri State University, 2021

Interests

My interests include exploring the outdoors, watching/playing sports, and spending time with my family and friends. I compete on an adult-league Ice Hockey team where we share an arena with the beloved Missouri State Ice Bears, of whom I often attend games. In the summer months, you can usually find me out on the golf course or enjoying time poolside. My ideal weekend is a trip to the Lake of the Ozarks where time is spent golfing, eating good food, and soaking up sun on the boat.

Community participation

Board of Directors - Sculpture Walk Springfield

Regular volunteer at Ozark Food Harvest