Finding a financial advisor and allowing someone into your world of finances can be deeply personal. Connecting with and trusting that person is quite possibly one of the most important and influential decisions you make. As your financial advisor, I am committed to understanding your needs, aspirations and values. I take time to listen to you and understand your story, and I'm passionate about assisting you with your financial well-being. Every client is unique, and I approach each client's situation by understanding what's important to you, your family and your business so that we can build solutions tailored to your unique and individual needs.

Registered in multiple states, I'm proud to offer a wide variety of services from preparing for and living in retirement to preparing for the unexpected and business retirement strategies. Once we've built a foundation, we will continue to partner together for the long term to ensure you stay on track, utilizing an established process. When outside professional cooperation is beneficial to my clients, I collaborate with your CPAs, attorneys and other trusted professionals while always keeping client information confidential. Along with my branch office administrator, Sue, we are dedicated to doing what is best for our clients.

Beyond my role as financial advisor, my husband, Jeff, and I stay very active. We enjoy tackling an occasional rehab project or spending time at our cabin on a lake in Southern Missouri, boating and fishing. With six children and a menagerie of grandchildren, there is always a birthday, graduation or recital to attend.

I am eager to learn what is most important to you, answer your questions and offer personal solutions. Call to schedule a complimentary appointment today. Sue and I look forward to meeting you!

Office Information

Office Hours

Office Hours
WeekdayAvailability
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 Closed
Sun Closed

Branch Team

Request an Appointment

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