609 N. 291 Highway
Lee’s Summit, MO 64086
I help my clients plan for the unexpected.
I believe that in today’s economy, sound financial planning is increasingly important. I believe that with proper planning you can have the retirement you want. Having a comprehensive evaluation of your total financial picture is the first step. We will discuss your long- and short- term goals and your comfort level with risk related to investing. Together, we will put a financial plan in place that we will review periodically and adjust as needed.
I graduated from Baker College with a bachelor’s degree in Business Administration, specializing in finance. In 2008 I started working for Central Bank of the Midwest and in 2016 I joined Central Investment Advisors. My husband Justin and I have two children. In our free time, we enjoy Kansas City area sporting events as well as spending time outdoors at Truman Lake and Lake of the Ozarks.
- Licenses - Series 7 & 66 - Held with LPL Financial
- Over 5 years of financial planning experience
- Graduate of Baker College
- Girl Scout Troop Leader for Troop 1019- Greater Kansas City
“It is better to have a great team than a team of greats.”- Simon Sinek
We believe our clients deserve the best service possible. Having a team of dedicated individuals, each with their own strong suits, gives our clients the confidence that we can meet their unique needs.
Registered Client Services Specialist, LPL
What you could have tomorrow
With our investment management, you'll receive:
Personalized Service & Advice
We'll oversee your plan, customized for you and designed to evolve as you life changes. If your goals shift, we're here to help.
Convenient, Intelligent Technology
You can always view your account's activity, track account performance, and update your individual plan, all in your personalized online portal. If you have any questions, our service team is available.
Advanced Investment Strategies
Through daily monitoring and advanced trading techniques, we work to reduce your taxes and improve your portfolio.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entitles. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
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.