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 my wife, Jan of 25 years and friends and family. 

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

I recently graduated from Southeastern Louisiana University where I played college baseball and obtained a Bachelor’s degree in Business Administration. I’m very excited to work alongside my Dad and I’m eager to learn all that I can from him for years to come.

One of my passions is making a difference in others’ lives. While in high school I was a part of a program called “connections” where I mentored and coached other students that had special needs. I created a strong bond with two of them and I still enjoy supporting and guiding them through their life challenges.

I have always enjoyed helping others and I’m looking forward to building strong relationships and helping people work towards achieving their financial goals and retirement dreams.

When I’m not at work you can hopefully find me on the golf course.  If I’m not there, I’m usually spending time with my family and friends either playing a sport or watching one.

“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 have 30 years of experience with UBS. I have worked for UBS for so long because I love working with my clients every day.  I am the daughter of two hard working parents that moved from Croatia to America to give me and my two siblings the chance to write our own futures. My parents instilled in me a hard work ethic. They worked hard and truly lived the American dream.

I have brought dedication and dependability to UBS because I love what I do.  I am a skilled communicator and listener and I have a great attention to detail which allows me to build strong relationships while producing excellent customer service.

When I am not helping clients, I enjoy spending time with my husband and friends.  I also enjoy gardening and I devote my time and resources to women’s shelters.

“Be Kind. Be Compassionate”

I graduated from the University of Kansas in December of 2002.  I started my career at Validity Screening Solutions where I had many jobs and responsibilities, the last was Vice President- Operations. While I was there I learned a great deal about business and implemented many new ideas. Then in 2011, I started at Accuhealth Partners as the Director of Client Implementation. During my tenure there I helped the company streamline their client processes and learned a great deal about customer relationship development.

I enjoy helping build long-term relationships with a growing client list and exceeding their expectations. The first steps towards customer satisfaction is being reached by excellent product marketing and that’s what I aspire to provide.

During my free time you can find me at any of the many sporting events I attend for my three active kids. I love spending time with my family, whether we are vacationing or just having family game night.

“Do not go where the path may lead, go instead where there is no path and leave a trail.” —Ralph Waldo Emerson

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 15 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