I began my career in financial services while still in high school, driven by a genuine interest in helping people make informed financial decisions. During those early years, I earned my CERTIFIED FINANCIAL PLANNER™ designation, became Securities Licensed with both Series 7 and 63, and obtained Life, Health, and Accident Insurance Licenses. Although I chose to let those credentials lapse after stepping away from my career in 1997, they laid a strong foundation for the work I do today. Over time, I found that I’m most fulfilled working directly with clients — listening to their goals, building lasting relationships, and keeping their financial information up to date—so being part of a fee-only financial planning firm is a perfect fit.
While working full-time, I took college classes as I was able and ultimately graduated from Baker University—paying my own way without student loans. That experience taught me the value of determination, budgeting, and long-term planning, which continue to shape the way I serve clients today.
In 1997, I chose to pause my professional work to raise and homeschool our three daughters. That season of life brought a wealth of experience and perspective. Now, as they begin families of their own, I bring those life lessons to my work with clients navigating different stages of their lives—whether they’re just starting out, managing a household, caring for loved ones, or planning for retirement.
In addition to my work, I enjoy giving back through organizations like my church and Lead to Read KC. My husband and I have been married for 33 years and love to travel together and spend time with our Irish Setter, Dallas. Her expressive eyes and playful antics keep us laughing. I recently picked up tennis and really enjoy it—fitting in a match whenever I can among life’s many priorities. I especially look forward to spending time in Mississippi with our grandson—and soon, a new grandchild on the way!