Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Business Retirement Plans
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Plan Distribution
  • Saving for Education
  • Insurance
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 -General Securities Representative Examination
  • Series 66 -Uniform Combined State Law Examination
  • Life, Accident and Health

Interests

My favorite pastime is enjoying the scenic outdoors of the Ozarks! I am thankful to live in a community that is so supportive of the Greenway Trails and parks system.

Community participation

Volunteering is very important to me and I appreciate any opportunity to give back to my community here in Springfield, MO. One reason that I am grateful to work for Penney, Murray & Associates is the ongoing effort to volunteer! In conjunction with the Ameriprise National Day of Service, we often find ourselves volunteering around Springfield at places such as Ozarks Food Harvest and Ronald McDonald House.

I am also proud to be working alongside the Missouri Association of Manufacturers. My mission in this organization is to provide 401(k) options and financial wellness education to the manufacturing employees of Missouri.