Here to help.
Welcome – thanks for visiting my site. I hope you will spend some time getting to know me and why I love what I do. I have been in the financial services industry for over 8 years and enjoy living and serving people in the Columbia, Mo area. I believe no matter what stage of life you are in, having a strong financial plan will help you reach your goals. Whether you need insurance protection for your family, investment products for retirement, or guidance that affects your legacy, I am here to help.
Financial clarity shaped by your values and your goals.
Over the years I figured out if I combined my passion for helping people with my analytical mind, I can make a difference in the financial future of others. I enjoy connecting with people on an emotional level, learning what is important to them, building a long-standing relationship and helping them achieve their financial goals. I know that everyone has unique goals, challenges, and opportunities that is why no one plan is right for everyone. I work with you to create a clear, customized, purpose-driven plan that is right for you and will help you reach your financial goals. My focus is on your life, family and priorities, not just your portfolio.
I am a Ramsey SmartVestor Pro and am honored to be part of their network of other financial professionals in my local area. The SmartVestor program connects consumers with financial professionals in their area. Not just anyone can be a SmartVestor Pro. To qualify, financial professionals must pass a vetting process and follow their code of conduct. SmartVestor Pros take a client-first mentality and treat you like a teammate, with a commitment to educating and empowering you.
Neither Ramsey Solutions nor the SmartVestor program are affiliated with or endorsed by Thrivent. Views are theirs and not necessarily those of Thrivent or its affiliates.