About

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.

Not your traditional financial advisor.

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.

My unconventional path in the industry gives me a unique perspective on the financial challenges facing the vast majority of American workers.

In 2015, I took a leap into the world of venture-backed startups, joining a local, brand new fintech startup with a mission to disrupt the overly-complex, fee heavy, and confusing 401(k) industry. I joined as one of the first full-time employees, just prior to the closing of a series A round of funding, led by QED Investors.

My seven years at blooom presented numerous opportunities for growth across all areas of the organization, including B2B sales, B2C sales, marketing and content strategy, operations, compliance, client service, senior management, and my bread and butter- financial advice. I had the responsibility of building a team of financial advisors, eventually scaling our operations to a client base that climbed to roughly 25,000 across all US states and territories.

I've had the benefit of working with some incredibly talented people across the fintech and wealth management landscapes. I've also been on the front lines with clients on a daily basis throughout some extremely uncertain, unsettling times in our financial markets. Making meaningful, measurable differences in the lives of those that need the help the most, has been an extremely rewarding experience. I believe that everyone deserves a shot at financial independence, regardless of account balance or investable assets.

Everyone deserves a shot at financial independence.

My Skills

I’m a firm believer in the fact that learning should be a lifelong pursuit and my constant sense of curiosity reinforces my love of learning with a growth mindset at the forefront of everything.

I’m always interested in the latest ways to leverage technology to better educate myself and broaden my skillset, but experiences (both positive and negative) have have been my most valuable drivers of growth to this point. Every experience is an opportunity to learn.

Financial Content Writing

91%

Investment Advice

96%

Communication

92%

Client Service

93%

Adaptability

95%

Experience

2022-Now

Morgan Stanley

2015-2022

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

Education

Emporia, KS 2006-2010