I help remove the stress from investing in your dreams.
I am a goal focused, detail oriented, relationship centered CERTIFIED FINANCIAL PLANNER™. My passion is to know clients and help them develop a road map tailored to their financial objectives. I’m a Missouri State graduate and have been with Central Bank since 2009 and Central Investment Advisors since 2013. I reside in Strafford with my husband and our three kids.
- CERTIFIED FINANCIAL PLANNER™
- Licenses – Series 7 and 66 – Held with LPL Financial
- Missouri Life and Health Insurance License
- Bachelor’s Degree in Economics – Missouri State University
“If you want to go fast, go alone. If you want to go far, go together.”
We believe a team approach is the best way to serve our client’s needs. The critical investment decisions we make on behalf of our clients are informed by the proven structure of a diverse yet united group of professionals whose sole focus is on helping families pursue their financial goals.
Connecting you to Secure Financial Account Access Anytime, Anywhere, on any Device
As a current user of Account View 1.0, we are excited to announce the new Account View 2.0 mobile app, desktop portal and eDelivery. These digital tools will provide you the ability to get timely and accurate information about your investment account(s) on your schedule and at your fingertips.
You can sign up for these free services to access your account and allow digital delivery of important documents and information. Some of the benefits of using these tools include:
Immediate information about your investments - right at your fingertips
Secure online access and electronic delivery of statements, which reduces deforestation and can help protect you from the possibility of mail fraud and identity theft
A simple interface that allows easy navigation through accounts, positions, transactions and statements.
Ability to contact your advisor and schedule appointments.
To migrate to the new Account View 2.0 and have access to the mobile app, please contact our office. We will be happy to get you started!
Client-Focused Wealth Management
Central Investment Advisors focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate needs and plan for the future.
Strategies for Your Wealth Management Needs
We help you create a personalized financial strategy based on your lifestyle goals. Using our discovery process, we work with you to build an appropriate plan that supports your objectives, and then monitor it to help you stay on track. Our services and strategies include:
- Retirement planning
- Business strategies
- Investment planning
- Small Business strategies
- Estate planning
- Education planning
- Risk management
- Tax strategies
- Gifting strategies
Neither LPL Financial, nor its registered representatives, offer tax or legal advice.