After working at CommunityAmerica for many years, I started my journey as a Wealth Advisor in 2017, working alongside members to discover opportunities that best fit their unique financial goals. Building an ongoing personal relationship with my clients is imperative in helping them achieve true financial peace of mind. Life has a funny way of being full of financial surprises, so it never hurts to have someone you can trust to help navigate through them.
"Financial peace of mind is not something that is just obtained, but more something you must continually work to maintain."
As a proud Kansas City native, I grew up loudly rooting for all of our amazing local sport teams. I love giving back to the Kansas City community by volunteering with many great organizations, such as FutureNow, Veterans Community Project and the Northland Job Olympics.
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: IL, KS, MO, GA, MT.
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.