About

The intention of my practice is to inspire, build and encourage others to achieve what
is most important to them. We will build a personalized strategy to help meet your
goals. Together, we create and implement an investment strategy tailored to your
family or business needs.

Along with my branch office administrators, Chrystal Schuerman, FPQP®, and
Michelle Jeffrey, we work seamlessly to create a welcoming environment. Together,
we provide the highest level of service to help build, protect and transfer wealth
across generations. We serve many working professionals and business owners
looking for tax efficient investment strategies. Whether you're planning for
retirement, saving for college for children or grandchildren, or just trying to protect
your financial future, we will monitor your progress to help make sure you stay on
track. Throughout it all, we're dedicated to providing you with outstanding client
service.

Growing up in Lincoln County, this community has made a positive impact on my
family, and it is important to me that we remain active in giving back. We are
parishioners at St Mary's Catholic Church in Hawk Point where I enjoy teaching PSR. I
am a former board member of the Troy Area Chamber of Commerce and volunteer
with the Hawk Point Athletic Association. Close to my heart, I lead the Edward Jones
initiative for the Lincoln County Walk to End Alzheimer's®.
After attending local schools, I graduated from Central Missouri State University with
my BSBA in finance. I earned my AAMS® designation from the College of Financial
Planning® in 2018. In August of 2023, I earned my CERTIFIED FINANCIAL
PLANNER® certification. CFP® professionals meet rigorous education, training and
ethical standards, and are committed to serving their clients' best interests today and
on an ongoing basis.

My husband, Lucas, and I live in Troy where we are raising our two sons. They keep
us busy playing baseball and soccer, hunting, fishing and boating. As a family, we
love spending time outdoors.

I look forward to learning more about you and bringing your vision to life.