I graduated from Maryville College in 1978, and earned my Chartered Life Underwriter (“CLU”) and Chartered Financial Consultant (“ChFC”) degrees from The American College of Bryn Mawr Pennsylvania in 1983. I obtained the Accredited Investment Fiduciary (“AIF”) designation in 2013, which required extensive coursework in implementing prudent processes regarding investment practices including their Code of Ethics & Conduct Standards. I am married with 3 children, and live in Clarkson Valley Missouri. My personal interests include philanthropy for children, golf, hiking, skiing, and reading.

In addition to holding life, health, & P&C insurance licenses’, I also have the following securities licenses’; Series, 4, 6, 7, 24, 27, 31, 53, 63, 86, and 87.  I was admitted to the Palladin Registry of Advisors in 2006, and was chosen by my clients and St. Louis magazine in 2008 through 2023 as a FIVE STAR WEALTH MANAGER* in the category of “Best in Client Satisfaction Wealth Managers”.

*Five Star Professional uses a geographic,  pre-qualification nomination method to identify eligible advisors.  Peers are asked to nominate wealth managers they know who have an established practice, good client relationships and a strong reputation.  To ensure award candidates are in good standing, reviews of licensure and disciplinary history are conducted.  Go to www.fivestarprofessional.com for complete details on the evaluation process for the Five Star Wealth Advisor nominees.

I joined Cutter & Company in 1999 and celebrated my 25th anniversary with them in January, 2024. I graduated from the University of Missouri St Louis with a Bachelor’s degree in Business Administration with an emphasis in Accounting.

I am the Vice-President and Co-Chief Compliance Officer.  My job duties with Cutter & Company have changed over the years. I started out in the Accounting Department. Subsequently, I was promoted several times, first to Operations Manager and then to Chief Operating Officer. In 2023 I was promoted to Vice-President, and in 2024 I became the Co-Chief Compliance Officer. My responsibilities include a broad spectrum of responsibilities across the firm – compliance, operations, accounting, problem solving, IT, and whatever each day brings to ensure the company is running smoothly.

I have earned my Series 7, 63, 65, 24, 52, and 53 securities licenses.

In my free time, I like to spend time with my young adult sons and my husband, reading, and taking hikes in the local parks.

I began my career in the financial industry with Cutter and Company in 2011.  Working for a small firm has allowed me to grow and gain knowledge and experience in the many facets of our organization’s daily operations.

I entered a compliance role with the firm as a Compliance Specialist in 2018. I was then promoted to Senior Compliance Officer in 2023.  I currently serve as Co-Chief Compliance Officer of the firm with Stacy Schaefer.  I hold the Series 7, 24, and 66 licenses.

Outside of work, I enjoy spending time with my family and friends.  My daughter inspires me every day in everything I do.  I also enjoy being outdoors and experiencing the many attractions and events St. Louis & the surrounding areas have to offer.