Learner | Strategic | Achiever | Futuristic | Individualization

I am a seasoned financial advisor with more than 20 years of experience in helping investors reach their goals. I serve as a partner and mentor to my clients, guiding them through life events and investment decisions, so they have confidence in their future.

At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.

My priority is on delivering a comprehensive approach to managing wealth that begins with listening to your needs and helping to ensure every strategy is grounded in understanding what you want to achieve.

I use an established process to build personalized strategies for my clients to help them reach their goals and understand what investments they own, why they own those investments and how much they pay for them.

Having lived in the Springfield area most of my life and raising my family here, I value our community and the people in it. I am an active member of the community, currently serving on the board for Harmony House. I have served on several boards and volunteered with many organizations including, but not limited to, Wellness for Warriors, The American Heart Association, Junior League of Springfield, The Victim Center, Rotary, Springfield Women Ambassadors of Golf, CoxHealth, Alzheimer's Association, and The Southwest Missouri Humane Society. I am also a member of Leadership Springfield Class 42.

Personally, I am a recent empty nester with five wonderful adult children, four grandchildren, and two more grandchildren on the way! I also have two dogs I adore, Diego and Lucy.

Outside of the office, I spend my time traveling, woodworking, crafting, kayaking and I am always up for new experiences and adventures.

Give me a call or stop by the branch – I look forward to seeing you!

Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.