Advisor profile


Our approach

Respective Wealth is about mutual dignity and respect which begins with an understanding that what we do for our clients is a privilege. Clients entrust us to guide them; to help them find a path to seeking financial wellbeing. We understand that this is a very high honor. In a sense, we exist to guide those who place their trust in us. Being a professional financial advisor goes beyond offering answers to clients’ questions. We strive to truly understand our clients’ needs first and foremost. Only once we have a complete picture of what defines a financially secure future for those who have placed their trust in us, can we begin to enlighten them to take action.

Our name is derived from our core values and has real word meaning and suggests respectful and thoughtful experiences. Our lantern logo symbolizes the welcoming, guiding and enlightened service we bring to clients.


Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
21
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℠
  • CDFA®; Certified Divorce Financial Analyst®
  • BFA™ Behavioral Financial Advisor™

Education

  • BS Organizational Management, Friends University, Wichita, KS

Interests

· Spending time with my husband, Gary, and our 10 children

· Running with my 2 dogs, Toby and Rosie

· Coaching couch to 5k and pacing races for Smart Pacing

· Member of the Marathon Maniacs and the 50 States Club

· Member of Lee’s Summit Community Church

Awards & recognition

  • Respective Wealth, Ameriprise Client Experience Award, 2020-2021