I grew up in Southeast Missouri and recently moved to the East Central Alabama area to follow my husband as he worked in his family’s business. I obtained a Bachelor of Business Administration degree in Finance from Freed-Hardeman University in Henderson, TN. After graduation, I began working for a wealth management firm near my hometown of Bloomfield, Missouri where I worked for over twelve years. While working there I found my passion for helping our Advisors and their clients with their daily service needs. I have obtained my Financial Paraplanner Qualified Professional (FPQP®) designation from the College for Financial Planning®.
I began working with Pine Bend Wealth Management in April, 2021 as a Service Assistant. I work directly with the advisors and clients in servicing their daily needs to live a long successful financial life. My focus is to assist our clients with service-related requests to ensure they receive accurate and timely assistance. I have great satisfaction in building relationships with our clients and being able to play a role in their financial journey.
Outside of Pine Bend Wealth Management
In my free time I enjoy spending time with my husband, David. We are members at the Ironaton church of Christ where we enjoy volunteering our time. We also like to spend time with our nieces and nephews.