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 allows me to help 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, who has over 15 years of financial experience, I strive to ensure that our clients know they are a top priority and are receiving the best client experience.

Outside of work, I serve as co-chair over professional development for the Red Shoe Society, a professional group that seeks to engage and inspire young professionals to support the Ronald McDonald House Charities of St. Louis. Additionally, I serve on the Saint Josephs Academy alumnae board.

On a personal note: I am a former Division 1 basketball player at Saint Louis University. It was through SLU basketball that I met my husband, Mike, who played on the men's basketball team. In our free time, you will find us running outside, spending time with our friends and family, and exploring new restaurants in the city.

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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