1615 South Glenstone Avenue
Springfield, MO 65804
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It is my pleasure to serve the financial needs of people in the Springfield area. I started in the financial industry in 2014 and became a Wealth Management Advisor in 2018. I hold a Bachelor of Arts degree in psychology from the University of Missouri in Columbia, Missouri. I also hold a Master of Business Administration degree in finance from Missouri State University.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I am involved in the non-profit organization, I Pour Life. I also serve on the board of the Springfield Finance and Development Corporation and I'm a member of the Rotaract of Springfield, Missouri.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office1615 South Glenstone Avenue
Springfield, MO 65804
Secondary Office600 Highway 32 / 72 E.
Salem, MO 65560
Secondary Office228 Marshall Dr
Saint Robert, MO 65584
Secondary Office500 W. 6th Street
Rolla, MO 65401
About U.S. Bancorp Wealth Management
Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.