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Financial Advisors

Life is full of transitions, each bringing important financial decisions. I’ll help you navigate these moments with clarity and confidence. I believe planning is the foundation of security — and to me, that means creating a clear vision for what your life could look like 10, 20, or even 30 years from now.

 

“Security comes from having a plan you understand, one that adapts with you as life changes.”

 

I earned my Bachelor of Science in Business Administration from the University of Missouri–Columbia. Over the course of my career, I have built a strong foundation in wealth management and shaped my practice around personalized guidance and long-term client relationships.

 

My passion for helping clients through all phases of life is deeply personal. During a major life change of my own, I lacked the financial guidance I needed—and I know firsthand how overwhelming that can be. That experience fuels my commitment to making wealth management approachable, understandable, and tailored to each client’s unique situation, and inspired me to earn the Certified Divorce Financial Analyst® (CDFA®) designation.

 

Outside of work, I treasure time with my two children, Blake and Rose. I also enjoy entertaining, cooking, socializing, reading, playing pickleball, exercising, and traveling to remarkable places whenever I can.


Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and CommunityAmerica Wealth Management are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.
 
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
 
Link to the Copper Financial Customer Relationship Summary.
 
Investment and insurance products offered through Copper Financial:
 

Are Not Deposits

Are Not NCUA or otherwise Federally Insured

Are Not Obligations of or Guaranteed by the Credit Union

May Lose Value

 
This site is intended only for residents of the states in which Copper Financial and the listed financial representative is licensed. For a list of states and to learn more about Copper Financial and its financial representatives, visit FINRA’s BrokerCheck.