Founded this venture capital co-investment fund designed to bring capital to Kansas City area early-stage businesses, triggered by an investment in those businesses from a qualified VC fund anywhere in the US. Beyond financial returns, the purpose is to grow and educate the early-stage investor class and to bring more VC activity to the Kansas City area, both increasing the likelihood of growing truly transformative businesses.

Regional network of accredited angel investors dedicated to identifying and funding the most promising women-led ventures in the Midwest.▪ Serves as business advisors to women at the early stage of the business cycle; provide capital, resources and connections to help women business owners achieve revenue, profit, and growth objectives.

Engineering firm specializing in custom heating and LED integration▪ Provided capital markets guidance which helped the owners build the business and position for a successful strategic sale to NIBE in 2016.

Founded and built an entrepreneurial business within a Fortune 100 firm, serving Fortune 500 executives, Forbes 400 families, high net-worth individuals, high-growth companies, and entrepreneurs which became the largest wealth management group in the Kansas City region.▪ As a Senior Executive of Merrill Lynch, served as a key contributor to defining practice vision, growth strategies, talent acquisition/retention efforts, and P&L management.▪ Provided financial, business and investment advisory services including portfolio management, risk management, regulatory compliance, governance, and succession planning, leading to higher portfolio, financial, and business returns for clients.▪ Served as family office to numerous high net-worth clients, including defining and executing strategies to maximize and preserve wealth, achieve investment performance goals, and address complex financial planning, tax/estate planning, wealth transfer, philanthropic planning, insurance and investment issues. ▪ Educated and prepared next generations on the privileges and responsibilities of wealth; provided financial training and develop skills to preserve family financial and intellectual enterprises..• Led sale of $200M family owned company; developed 100-year strategic plan and achieved multimillion-dollar tax savings through effective tax/wealth management strategies.▪ Selected out of 16,000 advisors by Merrill Lynch executive leadership as 1 of 30 to form the elite Private Banking and Investment Group.• Selected by executive leadership to serve on the Private Wealth Advisory Council; provided insight/recommendations on business imperatives which drove innovation at Merrill Lynch.