I have a Bachelor of Science in business administration from Columbia College and am proud to have attained the CERTIFIED FINANCIAL PLANNER™ certification* and Chartered Financial Consultant® designation. I have a passion for helping those who feel fearful of investments or money matters to become empowered to understand how it all works in non-technical terms. I strive to make sure you feel heard
and understood with a sincere interest in your story and dreams for the future. When it comes to creating your financial strategy, there is no one-size-fits-all pattern. I partner with you throughout your life to create a customized strategy and help you stay on track. When not at work, I enjoy spending time with my husband, Dave, and 14-year-old daughter, Natalie. In our free time, we enjoy traveling, attending theater productions and golfing. We truly love our community and I strive to give back as much as I can. I currently am on the board of the Rolla Chamber of Commerce and part of the Rolla School Board.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards. Member SIPC.
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