Advisor profile


My approach

Since my early twenties, I have been passionate about managing my finances. For many years during my marriage, I held the sole responsibility for managing our family’s investments, and I worked closely with a financial advisor while doing so. When my marriage ended, my relationship with that financial advisor also ended. As I pursued many new beginnings, I realized there was a fuller potential I could achieve, one where I could help others going through similar financial impacts. Since that day, I have made it my mission to leverage my life and professional experience to help educate and guide people through their own financial experiences. I will always have a special place in my heart to work with women that have had similar experiences. I believe not knowing how to manage our money is one of life’s greatest challenges. I see financial literacy as a key to positive change in pursuit of achieving financial dreams and goals. I was fortunate to grow up in a loving family that generated happiness in spite of our circumstances. We lived on a primitive farm with no plumbing in Poland. With a “can do” spirit, my parents provided for us, so we never felt lacking anything. Everyone in the family worked. My mother was my role model and teacher. She was a saver and good at managing money so she passed that knowledge to her kids. Today, I enjoy educating people in financial literacy so they have the tools to ask the right questions for establishing plans for their quality of life.

Areas of focus

  • Women's Financial Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Social Security Retirement Benefits
  • Insurance
  • Tax Planning Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life & Health (MO, IL, AR, KY, CO, NY)
  • SIE - Securities Industry Essentials Examination

Education

  • University of Missouri--St. Louis, BS Business Administration
  • Maryville University--Master of Business Administration (MBA)

Interests

  • Family: I have two fabulous children (Michael and Amanda) one delightful grandson (Isaac) and one pup (Lady).
  • Giving Back: I enjoy volunteering, especially for non-profits focusing on children, veterans and animals.
  • Enjoying Life's Gifts: Entertaining and spending time with family and friends; Playing Golf; Walking my canine companion, Lady; Quiet time with a good book; Exploring wineries.

Community participation

  • Advisory board member of the Chesterfield Chamber of Commerce
  • Advisory board member of the St. Louis 1904 World's Fair Charitable Foundation
  • Member of Welcome Club
  • Member of New Neighbors League
  • Recipient of the Cathy Behlmann Volunteer of the Year Award, for outstanding dedication and service to the Greater North County Chamber of Commerce
  • Recipient of the Business Person of the Year at Chesterfield Chamber of Commerce

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021

Previous experience

  • Financial Advisor AXA Equitable May 2005-July 2006, 1 Year 3 Months