My journey into finance started back in fifth grade, thanks to my dad. He introduced me to investing, and I was hooked.

I went on to invest my part-time income through middle and high school. Years later, I used my investments to pay for half of my first 2 years of college, where I majored in accounting.

I started my career in banking. I worked my way up to branch manager before changing to the investment side of things In 1998 with A. G. Edwards.
Having experienced the power of investing with a true financial plan for myself — not just to watch the numbers change, but for a genuine, personal purpose —I wanted to help others do the same.

Our goal is to understand your story, what makes you tick, what is most important, and then tailor a plan that accommodates your ever changing story.

When I’m not helping our clients, you can find my husband Jim and I spending time with our sons Travis, Kyle, daughter-in-law Stephanie and our grandson Asher. We enjoy boating, snowmobiling, riding side-by-sides, and spending time with our three dogs.