ABOUT ME

 

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 2008. I help clients succeed by providing many unique insights and specialized approaches to investment management, estate planning and banking.

I live in Kansas City, and serve clients in Kansas City and the surrounding communities. I enjoy hiking, traveling and spending time with my family. I am married with one child and recently moved home to Kansas City after living in Washington, D.C for twelve years.

My areas of focus: Attorneys and accountants, Wealth creators, Women

Education

  • Howard University: Bachelor of Arts, Business Administration
  • American University: Master of Arts, Business
MY OFFICE

 

4600 Madison Ave STE 500
Kansas City, MO 64112

advisor address map to4600 Madison Ave STE 500
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Investing insights

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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.