Growing up on a dairy farm in Minnesota with seven siblings, I was taught the value of hard work. I apply that work ethic to my business and my personal life. I want my children to learn that same work ethic and much to their dislike, they are 7 and 9 and have daily chores.

I love my job and helping others. I am proud to have my business in the heart of the community in which I live and serve.

My husband, Trent, and I live on a small lake in Lees Summit with our daughter, Taylor, and son, Garrett. We love the outdoors, whether that is on the boat, riding 4-wheelers, spending time on our land, shooting or sitting and enjoying a sunset on the dock. We are very active in our church and Timothy Lutheran School, where our kids attend.

I am passionate about helping our community. I want my children to see firsthand the importance of giving back. We support many local non-profits: Community Services League, Hope House, Rachel House, Hillcrest and Children Protection Center. My goal is to get my business to the level that I can take one day off a week to volunteer.

I am a member of Blue Springs Rotary and was honored to be named the 2020 Rotarian of the Year. We are such a giving organization and I am proud to be a part of Rotary.

In my office, it is myself and my very talented Branch Office Administrator, Dawn Hampton. We work with families, small businesses, women and working professionals in Jackson County and surrounding areas. I partner with our client's CPAs and estate attorneys to create a comprehensive strategy.

Investing and saving for retirement can be overwhelming for most. I take the time to listen to what is important to you and educate you. Are you wanting a second opinion or not sure if you are on the right track financially? Give us a call and I would welcome the opportunity to work with you.

Focus areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Military Professionals & Veterans

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

Request an Appointment

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