As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 2000. I help clients succeed by creating a plan, making recommendations, and executing strategies to make progress toward their goals, while helping navigate life events along the way.

I live in Kansas City, and serve clients in Kansas and Missouri. I am fluent in Spanish. I enjoy spending time with my adult children and extended family. I serve on several community organizations with a focus on medical research. I'm active in my church mission and enjoy spending time outdoors.

My areas of focus: Attorneys and accountants, Business owners, Executives


  • University of Kansas: Bachelor of Arts
  • Washburn University School of Law: Juris Doctorate degree


4600 Madison Ave STE 500
Kansas City, MO 64112

advisor address map to4600 Madison Ave STE 500


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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.