Advisor profile


What you can expect when you work with me

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.

Get started
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Women's Financial Strategies
  • Divorce Financial Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CDFA® Certified Divorce Financial Analyst

Education

  • Master of Business Administration, Saint Louis University, St. Louis MO
  • B.S. Business Administration, Southern Illinois University, Edwardsville, IL

Awards & recognition

  • Ameriprise Client Experience Award, 2023

Previous experience

  • Financial Advisor, Benjamin F. Edwards, Edwardsville, IL, 2019-2023
  • Financial Advisor, Edward Jones, Edwardsville, IL, 2016-2019

Community participation

I am passionate about giving back to my community. I have led teams and participated in the Walk to End Alzheimer's, Light the Night for the Leukemia and Lymphoma Society, and ran as a St. Jude's Hero for pediatric cancer. I am also actively involved in local chapters of Women Empowering Women and Business Network International. In 2015, I was appointed by the Mayor of Maryville, IL to serve on the Marville Community Improvement Board, a volunteer committee that develops programs to benefit residents and served on the 2021 Comprehensive Plan Committee for the Village of Maryville.

Interests

In my spare time, I enjoy staying active, traveling, and participating in activities with my two sons.