A little bit about me

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you will be financially free!

I reside in KC... GO Chiefs! I double majored in Finance and Chemistry at UMKC. Yes, I know you are probably thinking it's an odd combo. Medicine is something I was always interested in, so that is where the chemistry comes from. I wanted to be able to impact lives and this route made me realize I could do that while starting a career earlier and provide the knowledge that most people don't get regarding finances. I get along great with people in the medical field and that is a major focus in my clientele, along with blue collar workers.

I have a very close-knitted family with Thanksgiving being my favorite time of the year. Those who know, understand. I love my family time! My grandmas are near and dear to me along with my parents, siblings, aunts, uncles, and a boat load of cousins!

I have made lifelong friends from my hometown of Plattsburg, MO and my alma mater, UMKC.

I look forward to connecting with you!

family
family

Here are my areas of expertise

Financial Planning

Tax-Efficient Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Multigenerational Planning

Life Insurance Strategies

Disability Planning

Insurance Protection Strategies

Get a financial plan that prioritizes your goals

I'll guide you through each of the 3 steps so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:

Infographic of a pyramid divided into 4 parts surrounded by circular arrows

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Boost your financial knowledge.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4