Over the past 14 years, I’ve helped members create and implement customized financial plans to reach their goals. I’m passionate about investing back into my community and financial planning is one way that I love to serve and give back.
“I take pride in getting to know my clients and building a holistic life plan that offers peace of mind throughout their journey.”
I serve on the Children’s Mercy Cancer Center Auxiliary Board, Chair of Lee’s Summit Cares Business Sector Committee, and a Lead to Read KC participant. My husband John-Scott and I are proud to call Kansas City home. We live in Lee’s Summit with our two kids and our dog Molson. I look forward to meeting you.
Call today to set up a free, no-obligation conversation about your financial well-being and see how I can help you achieve your financial goals today!
Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a SEC registered investment advisor. Products offered through CAFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union.