With 17 years of dedicated experience at Vantage Investment Services Group, I have had the pleasure of supporting our wealth management program and helping clients improve their financial futures. I find great meaning in making difficult times easier for our clients, and it's been rewarding to witness our team grow from a small group of four to a robust team of ten, allowing us to assist even more members. Fondly known for my competitive spirit and advocating for a positive culture, I strive to inspire excellence and teamwork within our organization.
Throughout my career at Vantage Investment Services, I have been committed to supporting both our clients and the growth of our program. I hold a Bachelor’s degree in Business Administration with an emphasis in Finance from the University of Missouri, and I am a Principal with Series 7, 24, and 66 registrations, as well as life and health licenses.
I am passionate about coordinating and participating in local charity initiatives to make a positive impact in the communities we serve. Outside of work, I enjoy spending time with my two young daughters, who share my love for the beach and pools.