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

Areas of focus

  • Cash Flow Management Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Consulting on potential benefits and risks of IRA rollovers

Education

  • BSBA, The University of Missouri, 2020-2023
  • High School Diploma, Bowling Green High School, 2016-2020

Interests

When I am not at work, I am usually spending time with my fiance, Scott, and our Beagle, Lady. I love cooking new recipes with Scott, going on walks with him and Lady, reading books, rewatching old TV shows, and planning our wedding!

My photos

1 albums
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