I provide comprehensive investment planning and goal-based advice with sophisticated statistical modeling using Wells Fargo Advisors unique Envision® process. I can help you create an effective, easy-to-understand method for you to prioritize and pursue important life goals without undue sacrifices or overexposure to risk.
Background and experience
With nearly a decade of experience as a Commercial Lender and Credit Manager, I helped business clients address their commercial banking needs and develop strategies to effectively run their businesses. Now, as a Financial Advisor I use my experience to serve my clients by providing financial empowerment and transformative guidance. My expertise allows them to focus on pursuing the life of their dreams.
Away from the office
I spend a majority of my free time with my husband, Greg and two sons, Griffin and Connor. With my Welsh terrier Chelsea by my side, most nights and weekends you can find me at a football, baseball or basketball venue, as my boys are extremely active in middle school and high school sports. As a lifelong resident of Jackson County, I enjoy volunteering at school, church and in the community, previously serving as a board member on the United Way of Jackson County and a member of the Women’s Leadership Council.