Interests
I love running, lake-time, and traveling to see our kids.
Areas of Focus
- Tax - working with clients to minimize their tax burden during all phases of wealth accumulation, asset sale and distribution
- Financial Planning - building a plan to help clients achieve their financial goals
- Retirement Planning - developing strategies to enable clients to retire while helping to meet their financial objectives
- Post Retirement Wealth Management - consistently working with clients to ensure that we have the right balance between their lifestyle and long term goals
- Investments - continuously collaborating with clients to identify their risk profile in conjunction with their goals to recommend the most suitable securities
- Insurance - understanding what is most important to a client and then offering them reasonable options to help protect against loss
Education
- Truman State University - Bachelor of Science - Business Administration - Finance, Bachelor of Arts - Economics, Masters of Accountancy
- Washington University - Masters of International Affairs
Qualifications
- Certified Public Accountant
- Certified Financial Planner
Community Involvement
- Member of the Truman State University Board of Governors
- Board Chair for Community Opportunities of Lincoln County
- Board Chair for Mercy Health Foundation – Lincoln
- Board Member of Mercy Hospital – Lincoln
- Swim Across America Volunteer
- CFP® Scholarship Review Board Volunteer
Awards & Recognition
- 2016 Troy Chamber of Commerce Woman of the Year
Disclosures:
Tax services provided by Sarah Burkemper, CPA.
The 2016 Troy Chamber of Commerce Women of the Year Award is awarded to those who were recognized for what they gave of their time, talent and treasure in their community. It is solely based on community and/or charitable involvement and is not reflective of the recipient's abilities as a financial advisor. There was not a fee paid to participate. Third-party rankings and recognitions are not a guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. For more information about this award you can visit troyonthemove.com.