Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Insurance
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • SIE - Securities Industry Essentials Examination

Interests

  • Spending time with my beautiful daughters, makes my life complete. When I'm not working I'm living life with them!
  • We love exploring parks and being outdoors, tasting new restaurants in Kansas City and eating Sushi!
  • Every Summer, we visit family and friends in Michigan and participate in the "Will2Walk Foundation" charity golf outing which benefits those with spinal cord injuries and helps provide them with the highest quality of life possible. Its a great cause!
  • I also enjoy Chiefs football, Royals baseball, bowling and, of course, golfing.

Awards & recognition

  • Ameriprise Circle of Success, 2021
  • Ultimate Digital Excellence Award, 2021