Profile

Biography

I was initially drawn to financial planning and investing by a personal need and along the way discovered my calling that compelled me to leave a career in public accounting to become a financial advisor. My years as an advisor have taught me that personal finance is actually more personal than it is finance. While I love the technical aspects of what I do, it is my clients—their stories, their dreams, their lives—that bring meaning to my work and inspire me every day. If I can help my clients fulfill their purpose by crafting the right plan and delivering the necessary inspiration and peace of mind, then I have not only fulfilled my purpose but amplified it many times over.

Organizations

Financial Life Planner | Investment Advisor
Laminar Wealth LLC
Chesterfield, MO

Credentials Held

Personal Financial Specialist (PFS) Credential

CPA Licenses Held

Education

Areas of Expertise

Personal Financial Planning -  Tax/Estate/Retirement/Risk Management/Investment
   Cash Flow Planning
   Charitable Planning
   Education Planning
   Employee Benefits/Executive Compensation
   Estate, Gift and Wealth Transfer Planning
   Individual Tax Planning
   Insurance Planning/Risk Management Planning
   Integrated Personal Financial Planning
   Investment Planning (withouit AUM or product sales)
   Retirement Planning
   Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.)
   Wealth Management/Investment Advisory Services