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 1985. I help clients succeed by working with the full team to provide simple explanations for complex solutions to develop a comprehensive wealth plan for each relationship. I have earned the Certified Divorce Financial Analyst® designation, which gives me great tools and insight to help individuals that are in a divorce or separation process and recovering financially from that type of life change.
I live in Bellville, Illinois, and serve clients in the St. Louis metropolitan area. I enjoy spending time with friends, family and my husband, Jeff and sons Austin and Levi. I spend much of my free time with this group engaging in outdoor activities that include biking and kayaking. I am active in the community serving and volunteering for local boards in my hometown of Belleville. I am an active member of the Professional Women’s Association. I am dedicating some of my down time to completing the CERTIFIED FINANCIAL PLANNER® designation to better serve clients in my role.
Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.
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.