After three years in our home office as a product analyst, I pursued my passion of supporting clients and helping them meet their financial goals. I value personal relationships based on a deep understanding of my clients' financial needs.

Using a solutions-based approach helps clients create personal financial strategies for all life transitions. Whether one is going through a career change, marriage/divorce, retirement, needing to save for education or planning to leave a legacy, I work closely and confidentially with a trusted team of accountants, estate planning attorneys and other professionals to help ensure a customized personal strategy is in place. Along with my branch office administrator, Joanne Schneider, I strive to ensure that my clients know they are a top priority and are receiving the best client experience.

On a personal note: I am a former Saint Louis University basketball player. It was through SLU basketball, that I met my fiancé who happened to be on men's basketball team. Outside of work, I am involved with the SLU alumnae board and women's athletics department, as well as the Ronald McDonald house. I am passionate about serving others and improving the Saint Louis community.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Personal Fitness
  • Community Outreach

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

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