My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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14
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
  • Family Finances
  • Investment Management
  • Saving for Education
  • Insurance
  • Cash Flow Management Strategies

Education

  • University of Phoenix - Bachelor of Science in Business Administration

Professional associations

  • Financial Planning Association

Previous experience

  • Financial Associate, Thrivent Financial for Lutherans, 2012-2015

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Rotary Club of Marshall
  • Marshall Kiwanis
  • Open Door Sedalia

Interests

  • Spending quality time with family
  • Running
  • Sports fan - Go Chiefs!