My story begins in Missouri where I grew up splitting time between a single mom (third-grade teacher) and my father (history professor/cattle farmer). After their divorce, my mother worked with a financial advisor to save and invest from scratch. Over time, her sacrifice and discipline taught me the power of a financial strategy. Additionally, when we cut wood, bailed hay and fixed fence posts, my father taught me the lessons of hard physical work and the value of making small improvements every day.

In my practice, my goal is to become your trusted family friend. I need to understand what's most important to you because preparing for your financial future involves finding trades offs and managing competing goals. I include life planning and coaching to help ensure you are working toward a comfortable standard of living in retirement so you can accomplish your life's purpose, and I can help you protect your current level of wealth so you can leave a legacy.

In order to do this, I use an established process and I often work with client's CPAs and estate planning attorneys to ensure the appropriate strategies are employed. I know that a full view of your financial situation helps me recommend solutions that are appropriate for you. Furthermore, I reach out proactively and partner with you throughout your life to help keep you on track to reach your goals.

Every day, I wake up and I am truly thankful for the life I get to live. Professionally, I have volunteered to train financial advisors new to our firm. Personally, I have two beautiful daughters: Danica and Daphne. In my spare time, I enjoy weightlifting, yoga, political science, human psychology, nutritional science, organizational leadership and meditation.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Health & Nutrition
  • Personal Fitness
  • Reading
  • Spending Time with Family
  • Yoga

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed 09:00AM - 04:00PM
Thu By Appointment Only
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Connect on Social

Email Me

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

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More