The financial world can oftentimes seem scary; I can work with you to help determine the most appropriate financial strategy for you and your family.
My purpose is to help my clients achieve their financial goals by understanding what's important to them and to partner with them throughout their lives. Unfortunately, money doesn't come with instructions, but I use an established process, personalized to help ensure their financial goals are reached. Whether the goal is a comfortable retirement, a business 401(k) plan, saving for education, reducing taxes, protecting what you have worked a lifetime to build or leaving a legacy, I would be glad to help!
I attended Southern Illinois University Edwardsville, where I graduated with a bachelor's degree in business administration, as well as a Master of Business Administration degree (MBA). As a first generation college graduate and business owner, I especially enjoy helping professionals as well as business owners who would benefit from professional financial guidance.
I have been active in business and civic affairs in the St. Louis/St. Charles area for many years. I’m a member of the St. Charles Chamber, St. Louis Regional Business Council-YPN and Delta Sigma Theta Sorority, as well as a volunteer with United Way of Greater St. Louis and Girl Scouts of Eastern MO.
Being a resource to the community is important to me. I received the NCBW 100 2017 Exemplary Women's Leadership Award, presented to women community leaders committed to improving the lives of others and strengthening the St. Louis community, the 2018 TLOD: Achieving Excellence Award and the 2019 St. Louis American Foundation's: Salute to Young Leaders Award. However, my most gratifying role is that of a wife and mother. My spouse, Jason, and I have two extremely active teenagers in the Francis Howell School District. Go Vikings!
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More