PRACTICE EMPHASIS

• Strategy development
• Research & analysis
• Client service support

CREDENTIALS

• CERTIFIED FINANCIAL PLANNER™

LICENSES

• Series 7
• Series 66

EDUCATION

• B.S. degree in Finance, Missouri State University
• Participates in 20+ hours of CPE annually

COMMUNITY INVOLVEMENT

• United Way Ozarks Region, Day of Caring Volunteer

SIGNATURE STRENGTHS

Relator | Intellection | Learner | Harmony | Input