About me
I am a mission-driven financial professional based in the Kansas City area, with a rich experience of over 12 years in investment advice, content creation, client service, operations, relationship management, and organizational leadership.
I help average individual investors achieve better financial outcomes for themselves and their families.
With years of experience in the world of independent, unbiased investment advice, I have mastered the skills of understanding client communication and investor behavior. I have had unique opportunities to work for some wildly successful Registered Investment Advisory firms, including a venture-backed 401(k) advice start-up that was acquired by one of the world’s largest, most respected financial institutions.
I’ve spent most of my career working primarily as an Investment Advisor Representative, offering direct, fee-only, unbiased advice to individual investors focused on making the most of the money they’ve set aside for retirement. I pride myself in always put a client’s interests first, treating everyone with respect, leading with empathy, and approaching both work and my personal life from an open-minded and always-curious perspective. I love to learn.
Skills
My Experience
2022-Now
Morgan Stanley
Vice President, Retirement Solutions
I manage our corporate/institutional relationships with defined contribution plan recordkeeping partners.
2015-2023
Blooom, Inc
Director of Client Advisory Services
I was responsible for building, developing, supervising, and scaling the operations of a team of investment advisor representatives. As a Director in the organization, this role also gave me a seat on the Leadership Team and Investment Committee, where I represented a voice for all of investment and advisory operations. Other responsibilities included the development of an educational content strategy and general client communication strategies.
2010-2015
The Mutual Fund Store
Smart401(k) Investment Advisor Representative
Provided web-based asset allocation advice to 401(k) participants and developed content for a syndicated weekend financial radio show, "The Mutual Fund Show".
Education
2009-2010
Nijmegen, The Netherlands
Radboud University, Nijmegen
Study Abroad: International Economics and Politics
2006-2010
Emporia, KS
Emporia State University
Bachelor of Science, Economics