Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

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
25
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 Top Women Wealth Advisors, 2020
  • Working Mother Top Wealth Advisor Moms, 2018, 2019, 2020
  • Ameriprise Circle of Success, 2008-2010, 2012-2017, 2018, 2019

Professional associations

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

Honored to be recognized in Forbes

I’m proud to announce that I’m one of Forbes Top Women Wealth Advisors for 2020. This award spotlights top advisors across the U.S., and I’m honored to be recognized. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I’d like to thank my hard-working team and our loyal clients for making this recognition possible!