I am dedicated to learning about your personal goals. Together we will use them to build a financial plan to focus on your specific needs.
Everyone's economic and life situation is unique, and I keep that in mind when providing financial security advice. I understand clients are in different stages in life: from purchasing their first home, financing a child's post-secondary education, or planning for retirement. Where ever you may be in this stage of your life, I will work to highlight the financial security products that best fit your goals. Once your plan is in place, we will continue working together to achieve your goals and ensure sure you are comfortable everything is moving forward according to plan.
I have been in the financial services industry for over 15 years. I enjoy helping individuals, families, and small business owners, make financial decisions to reach their goals and dreams. I believe that personalized service is essential when matching clients with the right financial security products and services. As a Financial Advisor, I am dedicated to learning about your personal goals. Together we will use them to build a financial security plan focused on your specific needs.
I take pride in my commitment to professionalism, and a high level of ongoing personalized financial planning. The cooperative development of unique, personal goals, forms the foundation of of any strong financial plan.
I was born and raised in Bonne Terre, Missouri and reside there still today. I enjoy being active in my church and in my community. I was awarded the 110% award in 2014 from the Bonne Terre Chamber of Commerce for my dedication and service to my community. I serve on several committees, and enjoy singing in the praise band at Esther Baptist Church. My hobbies include music, scrapbooking, reading and spending time with my husband, Bruce and our daughter Kattrina.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: Belgrade State Bank/ Belgrade Financial Services is an independent firm and not affiliated with Money Concepts