I grew up in the country outside of a little town called Okawville. My parents were entrepreneurs and instilled in me the values of hard work, respect and honesty. That work ethic drives me to always do what's in your best interest because I value you not only as a person, but as my client.

I want to spend time to get to know you and hear your story. It's important for me to understand your needs so I can be sure that the plan we create is customized to your specific goals. I want to make the process simple and easy to understand so that you feel understood, in control and secure in all aspects of your finances.

When I'm not at work, I'm spending time with my family. My husband and I have been married for over 21 years. We live in the country in the same house that I grew up in. We have two children, one in high school and one in college, and a rescue dog named Teddy who is completely spoiled! We enjoy camping, hiking, biking, kayaking and just spending time outside. My family and I volunteer in many ways at our church in Shiloh. I'm also a Court Appointed Special Advocate (CASA) for children who are in the foster system.

If you're looking for someone to walk with you on your financial journey, whether you're just getting started or you're already living the dream in retirement, please reach out to me and we'll schedule some time to discuss what's on your mind.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • New Investors
  • Wealth Strategies

My Personal Interests

  • Camping
  • Gardening
  • Hiking
  • Outdoor Enthusiast
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
Email Me

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