What I Stand For:
I support our clients and firm-level initiatives by organizing client meetings, collecting client data, responding to client queries and assisting Lead Advisors. My mission is to help improve financial literacy and services for people in all stages of life.
Outside of Work, You'll Find Me:
Outside of work, you can normally find me outdoors. I enjoy fishing, camping, biking and other outdoor activities.
In three words I can sum up everything I’ve learned about life: it goes on. - Robert Frost
Education and Certifications:
CFP® - Certified Financial Planning Professional
ChFC® - Chartered Financial Consultant®
Bachelor of Business Administration with Financial Emphasis, summa cum laude – University of Missouri, Kansas City
In the Community:
I enjoy volunteering for our company-sponsored service days, where we work as a team to help local organizations serve others. I am also a board member of the RayPec Sunrise Optimist Club, a volunteer organization that works to make the future brighter by bringing out the best in children, our communities and in our members.
Social Media Links:
- Clingmans Dome Hike Clingmans Dome Hike
- Great Smoky Mountains Great Smoky Mountains
- Ocho Rios, Jamaica Ocho Rios, Jamaica
- Wedding Day Wedding Day
- Volunteering at Harvesters Volunteering at Harvesters
- Kansas City Zoo Kansas City Zoo