Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CTFA Certified Trust and Fiduciary Advisor

Education

  • B.S. in Business Administration, Drury University, Springfield , MO
  • B.S in Psychology, Drury University, Springfield, MO

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2022

Professional associations

  • Investment and Wealth Institute

Previous experience

  • Morgan Stanley Wealth Management, 2007-2022

Community participation

Springfield Southeast Rotary Club, Springfield Public Schools Foundation (Board of Directors), Community Foundation of the Ozarks Investment Advisory Board