As a financial advisor, I believe it’s important to invest my time to understand my clients' personal financial goals to develop a customized strategy. Partnering with my client's CPAs and attorneys allows me to focus on a holistic approach, helping my clients to build, protect and transfer their wealth. I enjoy guiding small business owners, corporations, individuals and multiple generations of families.

While completing my bachelor's degree, I was provided the opportunity to work at an Edward Jones branch office. Working directly with the financial advisor over a two-year period developed my interest, knowledge and passion for investing and building financial security for the future. In 2013, I made the decision to pursue my passion and started my career as a financial advisor.

I received the CFP® certification. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

In addition, I received the AAMS™ professional designation. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

In 2018, I became a limited partner with the firm.

I live in the St. Louis area with my husband, my son, two stepsons and our two dogs. Active in my community, I currently serve on the board for the Allergy and Asthma Foundation of St. Louis and hold various leadership roles within my firm, including coaching and mentoring other financial advisors. I am the past president of the Mid-County Chamber of Commerce and past board member for the Special Business District Advisory Board for The City of Maplewood.