Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investments
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Retirement Plan Distribution
  • Small Business
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

Interested in working in my Church, both local and regional, my family and traveling to see them, especially the grandchildren! Like odd jobs around the house. Enjoy trying new wines. I love my local communities and truly enjoy working to improve and enhance wherever I am able to.

Community participation

Member of Shepherd of the Hills Episcopal Church as well as Eucharistic Minister, Usher, past Delegate to Diocese West Missouri convention, have sat on Diocesan Council two different terms; member of Table Rock Board of Realtors; member of Branson Chamber and CVB; member of Table Rock Chamber of Commerce, member of Forsyth Area Chamber of Commerce.