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 Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Investments
  • Intergenerational Planning
  • Estate Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Family Finances
24
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
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Missouri State University, Bachelor of Science in Finance, 1999-2003

Interests

  • Fitness - You'll find me at the 'Early Bird' class (4:45 a.m.) at CrossFit Republic during the week!
  • Reading - I try to do a mix of personal development and fiction books.
  • Hiking - My favorite place to hike is in the Rocky Mountains, although Arkansas has some great places as well.
  • Cycling - I love the cycling community and have made lots of new friends. I recently completed my fourth MS150 in September 2021, although it was reduced to a one-day event and only 60 miles.
  • Travel - Greece and Africa have been my favorite trips!
  • Games - Our family loves playing all kinds of games! Our newest game purchase (that we are loving) is Uzzle!

Community participation

  • Junior League of Springfield
  • Destiny Church Women's Ministry & Management Team
  • Republic Community Foundation Board Member
  • Springfield Greene County Library Board of Trustees

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.