"I help folks prepare for their future."
I began her career with Central Bank in the auditing department after graduating from Truman State University in 1995. It actually felt like coming home as I made my way around the bank. I kept meeting family members and several former schoolmates who were already part of the bank family.
After three years in the auditing department, becoming familiar with various sectors of the bank, it became very obvious to me that I belonged in the investment area. I have worked with some of the bank's largest institutional customers and their investment committees. I learned so much during this phase of my life that when a management opportunity opened up in 2007 within Central Investment Advisors, I made the switch.
At Central Investment Advisors, I’ve helped manage the program from a compliance, operational and fiscal standpoint. This experience increased my knowledge and exposed me to a variety of areas within the investment industry. I especially like the financial planning aspect of the industry. In 2015, I earned CERTIFIED FINANCIAL PLANNER™ professional certification. I view this as a valuable compliment to my Certified Public Accountant® license.
In late 2016, I began working as a Financial Advisor when I joined the team at Central Bank West with Jeff Boessen and Debbie Schaefer. Together, we are ready to provide you with an even deeper look into your finances. I enjoy working with clients and helping them prepare for the future.
When it comes to your financial health, there are lots of aspects to consider - income for your retirement years, health care concerns, and social security - just to name a few. Our team stands ready to help guide you through some of the most important decisions that you have to make for you and your family. When you don't know where to turn, we will provide you with open and honest answers. Welcome home!