I have been a financial advisor with Edward Jones since 2002. To better serve my clients, I earned the AAMS® professional designation from the College for Financial Planning.
I’ve built my business by treating people as I would want to be treated. You are unique and so are your financial goals. I take the time to learn what’s most important to you and use these priorities to create a personalized plan, tailored specifically for you. This process involves a holistic approach of designing a plan of action to ensure that your current needs, future income and long-term asset protection goals are all being addressed.
I always operate as a true financial partner, offering guidance and education every step of the way as we navigate the twists and turns on the highway of life. To provide a comprehensive financial service and find optimal solutions, I collaborate with your accountants, attorneys and other trusted professionals.
As a financial advisor, I help build, protect and efficiently distribute wealth. I serve a diverse group of clients, focusing on professionals in business and higher education and folks planning for and living in retirement. I focus in guiding those who are recently widowed or divorced and helping them deal with the financial and emotional effects of these life transitions, providing direction and empathy to help make impactful decisions at a challenging time.
Outside of work, I am an active member of Columbia Northwest Rotary, VOICES (a professional women’s networking group) and The Crossing Church. I am blessed to enjoy time with family and many longtime friends. For fun, I love to travel, dance, cook and read.
Our professional team is dedicated to providing conscientious and carefully designed financial guidance on a personal level. If you’d like to receive a complementary consultation, please contact our office. I’d love to talk with you and discuss how we can work together to help you achieve what matters most.
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
Office Address1000 W Nifong
Woodrail Centre Bldg 3 Ste 210
Columbia, MO 65203 opens in a new window
Phone NumberKathy Lou Neale at (573) 442-9590
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