Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Family Finances
  • Charitable Giving
  • Tax Planning Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Insurance
  • Women's Financial Strategies
27
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℠
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Southwest Missouri State, MBA Management 2001
  • Southwest Missouri State, BS Marketing, 1995
  • Ozarks Technical College, Human Resources Education, 2007

Interests

    I enjoy going to the lake, health and fitness, and spending time with my family and friends.

Community participation

  • Sunrise Rotary of Springfield, Past President
  • Springfield Area Chamber of Commerce, Board of Directors
  • The Women’s Empowerment Network, Member ~ an Ameriprise community that wants to learn from one another, inspire each other and grow together
  • Child Advocacy Center, Past Executive Board Member, Springfield, MO
  • Missouri State University, Finance & General Business Advisory Board
  • Our group emphasizes giving back to the community through volunteering with various organizations when time allows

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2022
  • Forbes Top Women Wealth Advisors, 2020
  • Working Mother Top Wealth Advisor Moms, 2018, 2019, 2020
  • Ameriprise Circle of Success, 2008-2010, 2012-2017, 2018-2020

Professional associations

  • Sunrise Rotary of Springfield
  • Springfield Area Chamber of Commerce
  • Missouri State University

Honored to be recognized in Forbes

I’m thrilled to share that I’ve been included on the 2022 Forbes Best-in-State Women Wealth Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the exceptional service you provide to all of our clients.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.