Assistant Vice President
Financial Advisor, LPL
3533 Country Club Drive
Jefferson City, Missouri 65109
I believe if you fail to plan, you are planning to fail. I will work to understand where you stand now financially, defining your goals, and when you wish to achieve those goals. This information, integrated with an analysis of your risk tolerance, helps us to work collectively together to build your financial roadmap.
I want to assure you that anything and everything discussed between us is completely confidential. All fees and associated costs will be fully transparent and disclosed up-front. I will provide guidance and recommendations, but in the end, I respect this is your hard-earned money, and will strive to help you preserve it.
I believe periodic rebalancing is key to help mitigate risk. I will focus on actively managing your portfolio, as financial planning is an ongoing process to accommodate life’s transitions.
A lifelong resident of the Central Missouri area, I have 20+ years of experience in Financial Services. I am the proud mother of 3 children; Gavin, Shye and Titan, who keep me young and energetic. In my free time outside of the office, I enjoy several outdoor activities, taking in the natural beauty of Missouri, or simply curling up with a good book.
I take very seriously being an important part of my clients’ circle of trust. It is my job to help you define goals, create a personalized plan that best fits YOU, and monitor the plan together on a regular basis, meeting as often as you prefer.
Investing involves risk including the potential loss of principal. No investment strategy, including diversification, asset allocation and rebalancing, can guarantee a profit or protect against loss.