I help individuals pursue their financial dreams by providing a customized financial plan that fits their lifestyle.
In today’s busy world, it can be easy to forget about your financial goals. My job as an LPL Financial Advisor, is to prioritize these goals so that you can focus on what matters to you most. I do this by providing personal financial advice that fits your short and long-term financial goals.
I am very passionate about helping you work toward all of your financial goals. It is my job to guide you to your financial destination in a process that makes you feel comfortable and confident. While finances can be very complicated, I make sure that you have a strong understanding of each of your financial decisions, so that you can live with confidence. I make these complicated decisions simple. Together, we will create a plan that allows you to pursue these goals.
I have been a Mid-Missouri resident my entire life. I graduated from Westminster College and earned a bachelor’s degree in Business Administration with a minor in Leadership and Management. At Westminster, I received Magna Cum Laude honors and was also elected into the Delta Mu Delta Business Honor Society. Shortly after I graduated, I started a full-time position with Central Investment Advisors as the Coordinator and I have been with Central Investment Advisors ever since.
In my spare time, I enjoy spending time with my family and friends, hunting, fishing, playing softball, continuing to further my education, and being involved in community organizations.
- Licenses - Series 7 & 66 - Held with LPL Financial
- CRPC® - Chartered Retirement Planning Counselor®
- Graduate of Westminster College – Bachelor of Science in Business Administration – Minor in Leadership and Management
- Delta Mu Delta Business Honor Society
- Immaculate Conception School Parish Member
“The strength of the team is each individual member. The strength of each member is the team.”- Phil Jackson
Our mission is to provide clients and their families with a trusted advisor, offering the highest degree of professionalism, expertise and integrity while providing a holistic approach to financial planning.
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.