Early in life, I learned what steps it took to secure a strong financial future: a good work ethic, live within your means, have high self-discipline skills and implement prudent saving strategies. This knowledge sparked my desire to empower individuals and their families to feel confident about their own financial outcomes. That path led me to join Edward Jones as a financial advisor in 2010.

My purpose as a financial advisor is to help you feel confident, connected and in control of your life. The right financial advice can help you prepare for whatever life brings – both expected and unexpected.

When you work with me, you will receive:
- One-on-one, life-centered, holistic financial advice based on goals/priorities/needs
- Personalized recommendations
- Regular contact to review goals/progress/investments, including an annual review
- Anytime access to your investments, digital tools to help you stay on track

Whether encountering career changes, inheritance, marriage/divorce, retirement, etc., my clients can be confident that I will work closely and confidentially with them and their team of accountants and estate professionals. Together, we identify the most effective wealth accumulation, retirement income and protection strategies and consistently monitor these solutions.

Know that experience matters in this industry! I have worked as a financial advisor for over 12 years. Mimi, my assistant , has been with Edward Jones for 19. It is important to us for you to feel comfortable and understood. Our office has an organized, non-stuffy family/friend feel uniquely generated by two women who value the "human-ness" of others.

In addition to my Series 7 and 66 registrations, and insurance licenses, I have also earned my AAMS™ designation from the College for Financial Planning. I am also involved in our St. Louis regional leadership council – a team of top advisors who provide formal leadership, mentorship and consultation to others in the area.

My family and I live in Lake St Louis. My husband, Ben, is the Global Director of Cloud Operations at Ensono. We have two beautiful children – Kennedy, who has entered 3rd grade, and Rowan, who has entered his terrible twos!

Ready to learn more? Getting started is as simple as calling to set up a complimentary initial consultation or second opinion.