A North County, Missouri resident, I grew up in Wood River, Illinois. My husband and I have two children along with two Boxers which makes me a member of the "wiggle butt club".
My experience includes 20 years in the financial services industry ranging from banking to lending to investing and also protecting families through life insurance. This financial knowledge, along with being a female, separates me from a lot of other financial advisors.
During these past two decades, I have found there are a lot of people who want to be involved with their finances, but they just don't understand what to do. I have been there!
My family's financial future was changed when the financial advisor at my first employer told me to open up a 401(k)-retirement plan and save. Taking his advice, I was able to save more than I could ever imagine living paycheck to paycheck and being a mother of two attending night school. This personal success has inspired me to help others realize and achieve their own financial goals and is what motivated me to enter into this profession.
I truly believe there are certain areas of your life that you must outsource if you don't have the knowledge or experience. Creating wealth and financial strategies customized to YOU is definitely one of these areas.
I can best serve clients who communicate and value advice.
Are you looking for someone to partner with you to help you understand your investments and focus on your goals? Would you like to know when you can retire or make sure you don't outlive your savings? Call me today to start focusing on you!
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- New Investors
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
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