105 West High St.
Jefferson City, MO 65101
I’m passionate about simplifying your financial future
Like most things in life, your financial wellbeing should not take a “one size fits all” approach. You should have a plan as unique as you – one that matches your values, addresses your concerns and meets your goals.
I love problem solving and breaking down complex financial topics with clients. Helping you build financial confidence and literacy is more important to me than talking over your head. Let’s chat about your retirement, investment, tax, insurance or estate planning needs, and I’ll help simplify the process for you.
Prior to joining Central Investment Advisors, I worked for 10 years in Central Bank’s government and trust areas. I developed relationships with potential clients and matched their needs with the right products and experts to ensure their success. I also spearheaded a company-wide effort to grow and enhance our health savings account (HSA) product. Prior to joining Central Bank, I worked in state government for nearly eight years gaining extensive knowledge in legislative affairs, health insurance, financial literacy and project management.
I’m a lifetime resident of the Jefferson City area and attended Helias Catholic High School before graduating with honors from Truman State University. My husband, Joshua and I, are the proud parents of one daughter and son.
When not working or coordinating family activities, I enjoy giving back to the community that has given so much to me. I volunteer at our church and children’s school along with organizations such as Young Life, the United Way and the Missouri Governor’s Leadership Forum on Faith and Values.
Achievements:
- Bachelor's Degree from Truman State Unversity
- Graduate of the American Bankers Association’s Stonier Graduate School of Banking
- Wharton School’s Leadership Certificate
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Client-Focused Wealth Management
Central Investment Advisors focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate needs and plan for the future.
Strategies for Your Wealth Management Needs
We help you create a personalized financial strategy based on your lifestyle goals. Using our discovery process, we work with you to build an appropriate plan that supports your objectives, and then monitor it to help you stay on track. Our services and strategies include:
- Retirement planning
- Business strategies
- Investment planning
- Small Business strategies
- Estate planning
- Insurance
- Education planning
- Risk management
- Tax strategies
- Gifting strategies
Neither LPL Financial, nor its registered representatives, offer tax or legal advice.