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 see the benefits of their hard work.

I love my job and helping my clients make their goals and dreams a reality. 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 an acreage called "Abundant Acres" 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: Hope House, Restoration House, Hillcrest, Resource Health and Children Protection Center.

I am a member of Blue Springs Rotary. We are such a giving organization, and I am proud to be a part of it.

In my office, it is myself and my very talented Branch Office Administrator, Dawn Hampton. Dawn is married with three children and two adorable grandsons.

We work with families, small businesses, women and working professionals in Jackson and Lafayette Counties and surrounding areas. I partner with our client's CPAs and estate attorneys to create a comprehensive strategy where we are all on the same page.

Everyone's journey is different when it comes to money and planning. Education is a big focus in our branch. We want you to understand your customized plan. If you want a second opinion or a more tailored approach, give us a call.

Focus areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Office Information

Office Hours

Office Hours
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

Email Me

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