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

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Saving for Education
  • Retirement Income Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • MBA
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Arts, University of Arkansas, 1996
  • MBA, Missouri State University, 2002

Interests

My three boys keep my husband and I very busy! With my oldest headed to college, I anticipate that traveling to out-of-state swim meets will become a new hobby. We still spend summers at the baseball field, love football games in the fall and we all enjoy the snow slopes in the winter. I love travel, relaxing weekends at the lake and look forward to rooting for my UIndy Greyhound.

Community participation

  • Carthage Community Foundation Board member
  • Mercy Health Foundation's Women with a Mission giving society member
  • Innovative Industries, Carthage, MO Board Member
  • Soroptimist International of Carthage
  • Youth Swimming volunteer; past Treasurer for Carthage Aquatic Team, Carthage, MO and TriState Swim Conference
  • 2011 and 2012 American Cancer Society's Cattle Baron's Golf Tournament Chairman of SWMO

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.