What I do:

I focus on building long-term relationships founded on mutual trust and respect.  I work to educate, implement financial strategies to help meet your needs, and provide advice and superior service to my individual and corporate clients.  I nurture the client relationship through regular contact which includes hosting social and educational events.

Why I get up in the morning:

My passion is helping clients create a better outcome than if I had not been involved in their financial planning at all. I enjoy working with individuals and businesses to tailor a plan to help meet their unique financial needs and goals.  Once a custom-tailored plan is in place, I believe in meeting with clients on a regular basis to review and monitor their progress and adjust their financial plan to reflect new goals. 

How I got here:

My career in the financial services industry began in 1986.  For the first 14 years of my career I worked with employers to provide employee benefits to their employees such as health insurance and 401(k) retirement plans.  I saw a need and expanded my business into the personal market in 1998.  During my career I have obtained the Chartered Financial Consultant (ChFC®) and Certified Divorce Financial Analyst (CDFA™) professional designations along with my MBA from Baker University. 

Who I really am:

I'm a wife, mother of 2 sons, and have 2 grandchildren.  I enjoy golf, fitness, and an entertainment enthusiast.  I believe giving back to the community is essential. I do this through volunteering for Community Programs addressing Financial Literacy and giving time during tax season to the Volunteer Income Tax Assistance (VITA) program. I am a past president of the Executive Women's Golf Association, a member of several local chambers of commerce and board member of Business West in Kansas City, KS.

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