Knowledge

My passion for investing started while obtaining my master’s in education from the University of Missouri. I began reading financial magazines and looking at the stock market on a daily basis and frequently had friends reaching out to me for investing advice.  I started my first adult job at M&M Mars in 1989, where I learned many business and relationship building skills and continued stock trading as a hobby. Then in 1999, I decided to make a change and follow my dreams as I began my career at PaineWeber (now UBS).

Although my dreams of being a quarterback in the NFL when I was ten years old didn’t work out, my dream of being a financial advisor did. And it brings me great joy to help others work towards their dreams and financial success that they never even knew were possible.  

I do what I do because I love making a positive difference in financial lives of my clients.  I believe everyone’s financial situation is unique and that providing them with relevant and personalized service I can help them pursue their goals.

When I am not building long lasting relationships with my clients you can find me in the morning at my CrossFit gym and on the weekends cutting wood and fixing something good on my smoker for Jan, my wife of 27 years, and friends and family. 

“Go confidently in the direction of your dreams. Live the life you have imagined.” Henry David Thoreau

As a Certified Financial Planner® professional, I am committed to upholding the highest standards of financial planning, ethics, and client service. Earning my CFP® certification has strengthened my ability to help individuals and families develop personalized strategies and make confident, informed decisions about their financial futures.

Over the past three years in the financial services industry, I’ve had the opportunity to build meaningful relationships with clients and guide them through important financial decisions. Working alongside Robert has been especially rewarding, giving me the chance to learn from his years of experience while developing my own approach to helping clients pursue their goals.

My passion for making a positive impact in the lives of others began long before my career. In high school, I participated in a program called Connections, where I mentored and coached students with special needs. The relationships I formed through that experience continue today, and I still enjoy supporting and encouraging them as they navigate life’s challenges.

I earned my Bachelor’s degree in Business Administration from Southeastern Louisiana University, where I was also a member of the baseball team. The discipline, teamwork, and perseverance I developed through athletics continue to shape how I serve clients and approach my work each day.

I take pride in helping people gain confidence in their financial future. My goal is to simplify complex financial decisions and build long-term relationships grounded in trust, clear communication, and personalized guidance—so clients can stay focused on what matters most to them and their families.

Outside of the office, you can usually find me on the golf course. When I’m not golfing, I enjoy spending time with family and friends—whether that’s playing sports, watching a game, or simply enjoying time together.

“Keep your head high, keep your chin up and most importantly, keep smiling because life’s a beautiful thing and there’s so much to smile about.” — Marilyn Monroe

I am a Michigan native who has made stops in both California and Kansas and currently residing in Lee's Summit Missouri. I have been married for 18 years and I'm the mother of three great kids. I started at UBS in June of 2021 and I love my job. I enjoy talking to clients and building great relationships and I feel like everyday I'm learning something new. 

I also devote much of my time and energy to investing in my community by being an active member of the Parent Teacher Association at my kid's school and by serving in my local church. I am passionate about my community, pouring into the lives of others and building strong relationships.

I enjoy evenings in the driveway with neighbors, spending time outdoors with my family and soaking up the sun at the beach or by the pool. During my free time you can find me at a local coffee shop enjoying espresso and closely examining my planner to try to squeeze in all that life has to offer. 

“Dreamers dream about things being different. Visionaries envision themselves making a difference. Dreamers think about how nice it would be for something to be done. Visionaries look for an opportunity to do something.” - Andy Stanley