Welcome - I'm so glad you're here! Money is personal - and so is my approach. I'm here to help you make sense of your finances, align your wealth with your values, and create a plan that supports the life you want to live. Whether you're just getting organized or preparing to leave a legacy, I meet you where you are with empathy, clarity, and strategy. With 14 years in the financial industry, I bring a deep understanding of both the technical and human sides of wealth management. For nearly a decade, I worked at our firm's headquarters, where I trained and coached financial advisors nationwide. I've seen what works, what doesn't, and what really matters. In 2020, I moved to Kansas City to build my practice and work directly with individuals and families who are ready to take ownership of their financial future. Today, I focus on helping clients organize, grow, enjoy, and ultimately transfer their wealth with confidence. My approach is rooted in listening first - because no two financial journeys are alike. I partner with clients to design strategies that align with their values, goals, and vision for the future. Outside of the office, life is full of love and laughter. My fiancé James and I have a daughter together and three amazing bonus kids from his first marriage. I'm passionate about wealth, wellbeing, and wellness - because financial health is just one part of a life well lived. If you're ready for a financial partner who truly listens and puts your goals first, I'd love to talk
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