I come from a family where women mean business. My grandmother and mother both owned and operated successful retail stores in Columbia and Lake of the Ozarks in a time where few women owned businesses. They did their own accounting, as money matters came naturally to them. Eventually, my mother decided to pursue her passion for finance by opening her own Edward Jones practice. For me, there was never a question - business was a place where women excel.

My job as a financial advisor is to partner with you to build a customized strategy. Deeply understanding what is most important to you guides me in tailoring strategies for every family with whom I partner.

I grew up at Lake of the Ozarks. While the Lake still plays an important role in my family's life, we relocated to Kansas City before high school. I didn't stray far for college. I hold bachelor's and master's degrees from the University of Kansas. While in college, I met a handsome engineering student who shared my love for the Lake and KU basketball. After seven years of dating, we hitched our wagons to each other's stars.

Today, we live in Leawood with our two energetic sons. We believe in giving back to the community that has given us so much. I'm a long-time Rotarian and my Eagle Scout husband proudly helps lead Pack 3472. Our most passionate focus of support is Children's Mercy Hospital, where our oldest son's life was saved when he had a massive stroke at age 3. Our debt of gratitude for the ongoing care they provide our survivor can never be repaid, but that won't stop us from trying.

My experiences with our son helped me to become a better financial advisor to my clients. I have a deep understanding of the ripple effects that happen when life throws the unthinkable your way. I know how to prepare for the unexpected within your financial picture. My professional team of Randi McInnis and myself are honored to join you on that journey. We promise to guide you down the right path.

Focus areas

  • Charitable Giving
  • Employee Stock Options
  • Intergenerational Planning
  • Domestic Partner Finances
  • Wealth Strategies
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Traveling
  • Volunteering
  • Wine Collecting/Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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