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
  • Investment Management
  • Small Business
  • Insurance
  • Saving for Education
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits

Qualifications

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

Education

  • B.B.A, Finance - Drury University, 2018

Interests

  • Member at Highland Spring Golf Club
  • Fishing/Fly Fishing at Taneycomo in Branson, MO
  • Hiking and Camping around MO

Community participation

Rotaract Club of Springfield, Chair - Double Dare Committee

I've been volunteering with St. Jude Springfield since 2012

I am committee chair to the St. Jude Walk/Run and recently became committee member