My responsibilities include the management and global operations of Strategic Wealth, Inc. Within my roles as co-owner and Operations Manager, I ensure that our personnel, processes and systems are working in sync. The combination of working with family and serving others drives me to succeed on a regular basis and I’m continually looking for ways to improve our business.
My husband, Shawn, and I have owned Strategic Wealth, Inc. together since its inception in 2013. Prior to that, I worked in banking for two years in addition to my experience as an elementary school teacher. Today, my passion lies in working directly with clients, helping them discover the elements and details within their own circumstances. I take pride in being the glue that helps hold our family and practice together and it’s important to me that this is demonstrated to our team and our clients.
Originally from Laurie, MO, I grew up on my family’s resort and am familiar with the local nuances of Lake of the Ozarks. It is a great place to raise a family, has beautiful scenery and a small town feel with the amenities of a larger city. I love living here with my family - Shawn and our four daughters, Olivia, Sophia, Clara and Eva. They are the primary reason for my career change and I enjoy being with them in and out of the office. When I’m not working or spending time with loved ones, I remain actively involved in our local church, our community and our local school district.