As a college student, I aspired to be a teacher. I thought I had abandoned that goal when I decided to become an investment advisor. Little did I know that my counseling and teaching efforts were just beginning. My “classroom” would be a conference room, and my “pupils” would be corporate executives and individuals seeking personal financial guidance.

Through Twin Financial, which I founded with my twin sister Katheigh in 1988, I educate clients about their financial investment options so they can achieve their retirement and estate planning goals.

Raised in an entrepreneurial family, I saw my father struggle with estate planning issues even though he was surrounded by knowledgeable financial advisors. The problem? The relationships were transactional. He lacked an advocate who could help him coordinate his options, navigate through them, and then make both the short- and the long-term decisions to best meet his goals and objectives.

That’s why I’m so passionate about being that advocate for my clients. I listen to their goals and their dreams, their fears and their concerns. Then I work with them to chart a comprehensive plan that can take them where they want to go, communicating with them every step of the way.

Providing the financial knowledge that empowers people to improve their situations motivates me every day. Seeing clients gain the confidence they need to proactively plan for their futures and achieve their dreams is one of the biggest rewards of my career.

I am a 1983 graduate of the University of Kansas, where I earned a bachelor’s degree in general studies. And live in Kansas City, Missouri with my husband Brad. I enjoy spending time with my three grown children, and my first grandbaby who arrived this past summer, and am an active volunteer in the community.