609 N. 291 Highway
Lee’s Summit, MO 64086
I help my clients plan for the unexpected.
I believe that in today’s economy, sound financial planning is increasingly important. I believe that with proper planning you can have the retirement you want. Having a comprehensive evaluation of your total financial picture is the first step. We will discuss your long- and short- term goals and your comfort level with risk related to investing. Together, we will put a financial plan in place that we will review periodically and adjust as needed.
I graduated from Baker College with a bachelor’s degree in Business Administration, specializing in finance. In 2008 I started working for Central Bank of the Midwest and in 2016 I joined Central Investment Advisors. My husband Justin and I have two children. In our free time, we enjoy Kansas City area sporting events as well as spending time outdoors at Truman Lake and Lake of the Ozarks.
Achievements:
- Licenses - Series 7 & 66 - Held with LPL Financial
- Over 5 years of financial planning experience
- Graduate of Baker College
- Girl Scout Troop Leader for Troop 1019- Greater Kansas City
“It is better to have a great team than a team of greats.”- Simon Sinek
We believe our clients deserve the best service possible. Having a team of dedicated individuals, each with their own strong suits, gives our clients the confidence that we can meet their unique needs.
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.