Knowledge is the key to a successful financial future. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.
As a financial professional with the Chartered Special Needs Consultant (ChSNC) designation, I have advanced training and information in estate and tax planning concepts, special needs trusts, government programs, and the emotional dynamics of working with people with disabilities and other special needs and their families. The professional designation is offered by The American College in Bryn Mawr, PA. My goal is to help make a positive difference in the life of a person with a disability or other special need, their parents/caregivers, and other family members.
Maryland Heights is home to my husband and I. We have three children, Jenna, Derek and Katy. Derek is a young man with Down syndrome; he inspires me to work with other families who have children and loved ones with Special Needs. I enjoy travel, the Cardinals, Blues and Mizzou sports and spending time with my family and friends. I am a 1988 graduate of Missouri State with a Bachelor’s Degree in Finance and General Business with an emphasis in Investments.