While we have clients in all financial stages, our basic common theme is that we are all rooted in Midwest values of hard work and being humble! We are a comprehensive wealth management firm focused on helping clients pursue their goals through financial planning, investment management, tax and estate planning. I hold a Bachelor’s Degree in Financial Services from Northwest Missouri State University, am a licensed financial advisor and fiduciary. After six years working in a large broker-dealer, I knew I wanted to better serve my clients and opened my own firm in October of 2018 as an independent wealth advisor - WEALTH|KC.• Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.