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Here to act in your best interests

About me

When my mother was ill in 2008, instead of discussing finances, insurance and estate issues, I was able to spend quality time with her before she passed because she had done the appropriate planning – before getting sick. And it’s her memory that inspires me to help my clients be proactive with their financial planning.

Education

Bachelor of Science, Marketing Management - Bellevue University

Visit one of our Locations

Omaha

18881 West Dodge Road

Suite 240W

Omaha, NE 68022

Des Moines

4201 Westown Parkway

Suite 114

West Des Moines, IA 50266

Kansas City III - Lee's Summit (Appt Only)

210 SW Market Street

Lee's Summit, MO 64063

Kansas City II - Liberty

9203 MO-152

Kansas City, MO 64158

Kansas City I - Overland Park

10950 Grandview Drive

Suite 600

Overland Park, KS 66210

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

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