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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Saving for Education
  • Retirement Income Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • CKA® Certified Kingdom Advisor®
  • APMA™ Accredited Portfolio Management Advisor™
  • MBA


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

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


I love winter, spring, summer and fall as each season has something to offer that you can't find during the others. With Brayden still swimming for the University of Indianapolis, Brodie playing baseball and Blaine active in band, we have activities to occupy us in every season. Chad and I love to travel to new places (and familiar ones), spend weekends at the lake (at the water or just sitting on the deck) and support our kids in their activities. Right now, my hobbies are spending time with the kids, being a Mom and wife. Someday, I'll get back to quilting....

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.