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As a CERTIFIED FINANCIAL PLANNER™, I’m passionate about helping people achieve their life goals and find freedom through a healthy relationship with money. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together can be a challenging task, but the clarity and confidence that comes with it is rewarding.

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Financial Credentials

CERTIFIED FINANCIAL PLANNER™ Series 7 & 66 Life and Annuity Insurance License

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Experience

Financial Advisor with Investment Planners, Inc., 2011- Present

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Education

MS in Financial Planning, Kansas State University Graduate Certificate Financial Therapy, Kansas State University BS in Finance; Accounting, Culver-Stockton College

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Community and Professional Affiliations

Cheerful Home Childcare Center, Board of Director Quincy Chamber of Commerce Quincy Young Professionals

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