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.

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

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


  • 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


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

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2022
  • Ameriprise Client Experience Award, 2022

Previous experience

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

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


  • 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.