I am a proud Missouri resident after growing up in Bakersfield, California. I graduated from the University of Missouri - Go Tigers! - with a B.S. in Business Administration and decided to stay after my entire family also relocated to St. Charles. We can thank those TWA roots for the move.
Growing up my family always had an entrepreneurial spirit and it gave me a passion for small business. I've always loved the financial markets but wasn't drawn to the large institutional banks like many of my peers. I started my business career in the Casino Industry as a marketing and special events manager. There I developed a strong work ethic and an ability to work with a multitude of personalities and local business partners. I then transitioned to the real estate industry which in 2008 went south, and I turned my attention to the financial markets. Seeing so many people devastated by the economic downturn of 2008 was a catalyst in my wanting to help businesses and individuals position themselves appropriately in volatile economic climates.
I pride myself on understanding clients' goals in-depth by assessing their true risk tolerance and time horizon and then matching that with an appropriate investment strategy. There is nothing more gratifying than helping a client achieve their financial goals.
As the Senior Partner with The Gemini Wealth Group, I specialize in working with families to build successful retirement strategies and with business owners providing retirement plans for their employees. I have earned my Accredited Wealth Management Advisor designation and my Certified Plan Fiduciary Advisor credential to better serve my clients. If I can help you build a pathway to reaching your financial goals please contact me at firstname.lastname@example.org.