My approach is to get to know you – understanding what is most important to you so I can design a customized financial plan to help you reach your desired goals. I’ve helped many clients achieve financial success in a variety of different areas (saving for child’s education, working through the loss of a loved one, saving for retirement, spending during retirement, incoming planning, and more).
“The choices you make today determine your financial future. Make the right choices and you will be well on your way to financial success.”Once we have your plan created, we will review it periodically to ensure we are on track to reach your goals. I know things in life change, and I am here to help you through the difficult times as well as those that flourish. Together we can ensure your plan is keeping you headed toward your desired outcome.
I enjoy being part of the community and currently serve on the Advisory Board for the Personal Financial Planning Group at the University of Missouri. I am proud to have received the New Professional Award from the University of Missouri, recognizing my career passion in addressing human needs and enhancing individual, family, and community life.
I live in Parkville with my husband, Sam, and our daughter. I enjoy volunteering at my church and the Ronald McDonald House. In my spare time I enjoy golfing, cooking/baking, and spending time with friends and family.
Call today to set up a no-obligation conversation about your financial well-being.
64th Street Branch
Securities and advisory services offered through Copper Financial Network (“Copper Financial”), LLC, Member FINRA/SIPC. Copper Financial is a SEC registered investment adviser. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by Copper Financial. For important disclosures from Copper Financial, including our Form CRS, please visit here. Investment and insurance products, including annuities:
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