Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Small Business
  • Business Retirement Plans
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Family Finances

Education

  • Bachelor of Science, University of Kansas, 2003, Lawrence, Kansas

Awards & recognition

  • Kuttin Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021-2023
  • Five Star Wealth Manager, 2012-2017, 2020, 2022
  • Ameriprise Circle of Success, 2014-2016
  • Premier Protection award, RiverSource Life Insurance Company , 2013, 2014, 2015, 2016, 2017

Community participation

    • MOCSA- A NIGHT OUT WITH MOCSA Co-Chair: Improves the lives of children impacted by sexual abuse & assault & works to prevent sexual violence in the community – helping victims become survivors.
    • Rose Brooks Center: Cabaret Committee Member - an event to support services for victims of domestic violence, while bringing an entire community together to raise awareness about our mission.
    • Operation Breakthrough: provides a safe, loving & educational environment for children in poverty.
    • The Nelson-Atkins Museum of Art
    • Women's Foundation of KC
    • Kansas City Ballet & Symphony
    • Boys and Girls Club of Kansas City

Interests

Some of the local organizations within my community in Kansas and Missouri that I am especially passionate about are Operation Breakthrough, MOSCA, Rose Brooks, The Children's Place, The Kansas City Ballet, and The Nelson-Atkins Museum of Art.

I also enjoy spending time with my family and friends – especially my two children, Charley and Hunter.

My photos

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Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.