Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Small Business
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Insurance

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Life and Variable
  • SIE - Securities Industry Essentials Examination
  • Life Insurance and Variable Products

Education

  • Missouri State University - Bachelor of Science (B.S.), Finance/ Financial Management 1989-1991

Professional associations

  • American Club Association (ACA)

Previous experience

  • Sr. Financial Advisor H & R Block Financial Advisors Kansas City MO, 2005-2008
  • Vice President of Investments Oppenheimer & Co., Inc. Kansas City MO, 1997-2005
  • Financial Consultant Principal Financial Group Kansas City MO, 1992-1997

Community participation

I enjoy helping out at my church with their Community Outreach Program.

Lee’s Summit Chamber of Commerce Governmental Relations Committee

Downtown Lee’s Summit Economic Enhancement Committee

Lee’s Summit Chamber of Commerce Business Development Council

Lee's Summit Chamber 2018 Business Development Council Chair

Interests

I like giving back to my Lee's Summit community by working with local government and holding leadership positions on civic and economic committees.

I also enjoy camping in The Ozarks, pheasant hunting in Kansas, fly fishing in Bennett Springs and Lake Taneycomo.

I try to stay fit and live a healthy lifestyle by jogging and frequenting my local gym.