Advisor profile


My approach

Owning a business can be a dream come true, but it can also create unique financial considerations. I aim to help other small business owners and individuals with ongoing, personalized advice including:

  • Financial planning
  • Tax strategies
  • Education savings
  • Debt reduction
  • Insurance solutions
  • Employee benefits
  • Business, non-profit and self-employed retirement plans
  • Estate plan coordination
  • Business valuation and succession planning

I believe having a personalized investment strategy is key to achieving your financial goals so you can feel more confident and secure in your financial future. I work one-on-one with clients to help you plan for and enjoy the life you have envisioned, full of experiences, flexibility and more peace of mind.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Small Business
  • Cash Flow Management Strategies
  • Family Finances
  • Saving for Education
11
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℠

Education

  • Bachelor of Science in Business - Accounting, University of Kansas School of Business, 2010

Interests

Outside of the office, you will often find me reading, cooking healthy meals, strength training, practicing yoga, hiking at Rock Chalk Park, Clinton Lake and in the Rocky Mountains, traveling with family and friends, and volunteering with Big Brothers Big Sisters, Lawrence Restaurant Association and Just Food.

Community participation

  • Leadership Lawrence: Class of 2020. A professional development program which provides exposure to the inner workings of Lawrence and Douglas County as well as extensive leadership training.
  • Kansas Big Brothers Big Sisters Serving Douglas County: Board Member & Big Sister Mentor. Kansas BBBS matches children facing adversity with caring, adult mentors.
  • Lawrence Restaurant Association: Officer. An assembly of restaurant owners, chefs and hospitality industry professionals who work together to support the local economy through collaboration, communication and community resources.
  • Downtown Lawrence Inc.: Board Treasurer 2017-2019.