In my role as a Merrill Team Financial Advisor, I work on the Ozbun, Deimund, Beckham team to support clients with financial planning, wealth management, and investment advice. Our team uses a specific Wealth Planning process to work with our clients in collaborating on a plan to help achieve their financial goals and prepare for any hurdles that may stand in the way.
After several years away from the Cape Girardeau area, I am returning with Bachelor of Science in business management from the University of Missouri – Columbia and an MBA from Webster University in St. Louis. With this return, I made a career change from the pharmaceutical wholesale industry to finance, and I hold Series 66 and Series 7 FINRA registrations.
As a long time Merrill client, I have firsthand experience with the wealth planning process and Merrill relationship making financial goals achievable. Without the help of my Merrill advisors, I feel that I would not have been afforded a quality education, the ability to buy my first home, or a solid financial path forward. I want to bring that same experience to each of my clients.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
