Financial security means different things to different people. As a financial advisor, my mission is to create confidence and clarity for clients, aligning day-to-day actions with their goals, vision and values. I learn what financial peace of mind means to each individual and then create a tailored plan to help make goals achievable.
I take the thoughts in your head and align them with your goals to create a recipe for long-term success.
As a lifelong Kansas Citian, I enjoy sporting events and spending time with friends and family. I'm very active in our community, with a special spot for Big Brothers Big Sisters Kansas City. Not only do I mentor as a Big, but I serve on their Diversity, Equality, and Inclusion Board. In 2020, I was named a Most Wanted Auction Honoree for 2020, a recognition given to hard-working, charitable professionals in Kansas City.
Call today to set up a no-obligation conversation about your financial well-being and see how I could help you achieve your financial goals.
Registered States: MO, KS
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.