I have been a proud Kansas City resident since 2012, when I moved from my hometown in Wichita, KS, where most of my family still resides. I enjoy visiting my family on weekends and always make my way out to San Diego, CA at least once a year to spend time with my

siblings and their families. An avid supporter of Kansas City’s professional sports teams and my alma mater, K-State, I enjoy the lively sports culture here. In my free time, I participate in co-ed sports, recently focusing on pickleball and even adding sand volleyball into the mix!

With a strong passion for wealth management and making impacts on the lives of our clients, I find fulfillment in the work I do. I have a strong eye for operational efficiencies and a dedication to ensuring top-tier service and experiences for our clients.

• Operations Manager, Buttonwood Financial Group, LLC: 2024 – present
• Financial Advisor, Prosperity Planning, Inc: 2017 – 2023
• Operations Manager, Prosperity Planning, Inc: 2017 - 2020
• Financial Planning Associate, Prosperity Planning, Inc: 2015 – 2017
• Financial Planning Assistant, Prosperity Planning, Inc: 2012 – 2015
• Member, Financial Planning Association, National Greater Kansas City Chapter: 2013 – present
• Member, High Impact Financial Operations Network (HIFON): 2017 - 2023
• Board Member and Director of Communications, Financial Planning Association – Kansas City Chapter: 2015 – 2016

• CERTIFIED FINANCIAL PLANNER®: 2015
• Graduate Certificate in Business Analytics, University of Missouri-Kansas City: 2021
• Master of Business Administration, University of Missouri-Kansas City: 2021
• Series 65 License: 2018
• Certificate in Financial Planning, University of Georgia: 2013
• Bachelor of Science in Business Administration (Finance & Economics), Kansas State University: 2010

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