Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Saving for Education
  • Retirement Income Strategies
23
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

  • 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
  • Board member of Innovative Industries, Carthage, MO
  • Mercy Health Foundation's Women with a Mission giving society member
  • Carthage Community Foundation Board member