It’s easy to take a wrong turn on your journey to financial security. Sometimes we need help to stay on course. Consider me your financial GPS. You set the destination; I’ll help get you there.
As a CERTIFIED FINANCIAL PLANNER™ professional, I am dedicated to making this about you. I help you define goals, then map out ways to reach them. Whether you are planning for or are in retirement, saving for college, managing taxes or insurance coverage, any financial questions you have, I can help you find answers.
Come visit me at Central Investment Advisors located Central Bank in Columbia or Boonville where I am honored to work with other knowledgeable financial service professionals. When I'm not at work, I spend as much time as I can with my grandchildren or on the family farm near Cairo, Missouri where I was raised. My husband, Tom, and I reside in Boonville, MO and have three grown daughters.
My passion is helping others whether it is my clients or participating in worthy causes.
- CERTIFIED FINANCIAL PLANNER™
- Licenses - Series 7 & 98 - Held with LPL Financial
- Over 25 years of financial planning experience
- Graduate of Truman University
“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.
Why Choose a CERTIFIED FINANCIAL PLANNER™ Professional?
Most people think all financial planners are “Certified,” but this isn’t true. Anyone can say they are a “financial planner”. Individuals who fulfill requirements established by the Certified Financial Planner Board of Standards, Inc. have demonstrated a high level of competency, professionalism, and ethics. Only those financial advisors who have completed the rigorous education and testing requirements can claim the CFP® distinction.
What can you Expect Working with a CERTIFIED FINANCIAL PLANNER™ Professional?
CFP Board Rules of Conduct require CFP® Professionals to put your interests ahead of their own at all times and to provide their financial planning services as a “fiduciary.”
Your personal information is safeguarded and never shared with anyone without your prior written approval.
Fees and costs associated with any investment plan or product are disclosed to you prior to being charged or collected
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