Life is always going to be busy, and the unexpected will always be happening. There are a lot of uncertainties in the world; your financial strategy doesn't have to be one of them. I can help you with that...In fact, it's one of my passions.

Having a career that you genuinely love requires you to not only use your gifts but also to really know your "why." My "why" is to deeply make a difference in people's financial lives and to build a business doing that based on ethics, honesty and integrity.

My gifts of empathy, big-picture thinking, problem-solving and listening have all enriched my career at Edward Jones. I really get to know my clients and partner with them to figure out the goals that are most important to them and to the people they love. We work together, one step at a time, using an established process to customize a financial strategy with those core goals as the foundation. We protect that strategy, tweaking it whenever life hands us an unexpected situation. I take great care in helping my clients to protect their wealth and to systematically spend down that wealth through retirement, as well as to have a strategy for passing on any remaining assets to their loved ones.

My background is in accounting and finance, having earned a B.S. in accounting from Missouri State University in Springfield. My experience in banking, auditing, accounting and as a controller have all been a part of my journey to finding my true passion in investing and retirement strategies.

For fun, I enjoy kayaking and am a true foodie. Nothing is more enjoyable than cooking a new recipe with vegetables and herbs from my garden while enjoying a great glass of wine.

It's both an honor and privilege to serve my clients. If I can help you or someone you care about, please don't hesitate to set up an appointment to talk either by phone, WebEx or in person. Initial consultation and retirement reviews are always complimentary.

My Personal Interests

  • Cooking
  • Gardening
  • Hiking
  • Cycling
  • Wine Collecting/Enthusiast

Office Information

Office Address

7011 W 121st St Suite 102 Overland Park, KS 66209
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