Expertise

Portfolio manager working with institutional and trust clients, head of the Manager Research Committee and member of the Asset Allocation Committee

Experience

Came to FCI Advisors in 2001 from Dain Rauscher, where she served as an investment executive managing a book of retail investment clients. In 2025 she was part of the sizable team which transitioned to Midwest Advisors, the investment division of Midwest Trust.

Began her investment career with Country Club Bank in the trust department, focusing on personal trust investments and administration

Education

BSBA, University of Richmond

Professional / Civic Affiliations

Kansas City Country Club Board of Directors, Senior Vice President

Prairie Village Kansas Police Pension Board of Trustees, Past Trustee

The Junior League of Kansas City, Missouri Endowment Fund and the Junior League of Kansas City, Missouri Building Fund, Past Chairman and Investment Committee Member

Belles of the American Royal Financial Advisory Committee, Past Board Member, Vice President, Treasurer and Chairman

Kansas City Hospice Foundation and Kansas City Hospice Foundation Investment Committee, Past Board Member