Advisor profile


My approach

Ameriprise private wealth advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, advise you on strategies for harnessing its potential and recommend ways to protect what is most important to you. The Seasons of Advice® approach is designed to help make managing your financial life easier and more rewarding, while fully re-evaluating your plan each year.

Seasons of Advice® focuses on the following four seasons:

Goal Tracking Season – We examine your progress, re-evaluate assumptions and possibly re-set goals and priorities for the year.

Asset Allocation Season – Incorporating the criteria established in the goal tracking meeting, we examine risk tolerance, investment time frame and create an investment strategy for the next twelve months.

Family, Security and Cash Flow Review Season – Cash flow is revisited and there is a complete review of estate planning strategies, beneficiary designations and employee benefits, including the annual insurance reviews.

Tax Planning Season – We evaluate your investments and provide tax-wise recommendations, plus we can coordinate with your accountant to help you make informed decisions about your investments during the next tax season.

Areas of focus

  • Small Business
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Saving for Education
  • Investment Management
  • Social Security Retirement Benefits
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7
  • Series 66
  • Life, Accident, and Health

Education

  • B.S. Business and Accounting, William Jewell College, 1999

Interests

I love to travel, either with my husband, Matt, or girls' trips with friends. Scuba diving and pickleball are two of my favorite activities. Nitza, my fur baby, usually takes me for a walk everyday. I also love spending time with my nieces, Paige and Gwen.

Community participation

Noyes Home for Children volunteer, ongoing

Second Harvest Community Food Bank - No Hunger Summer Volunteer 2020

Ronald McDonald House Day of Service 2018

Adopt-A-Family Program Participant 2017

Second Harvest Community Food Bank - Backpack Buddies Volunteer 2017

KC Young Professionals member 2017

Ameriprise Community Impact Award Winner 2013

The Ameriprise Financial Joplin ReLeaf Team was awarded the 2013 Ameriprise Community Impact Award for outstanding volunteer service with Forest ReLeaf of Missouri.