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Purposeful
Wealth Partners

Whether you're facing a major life transition or simply want to ensure your financial plan is on track, I'm here to help. As a Certified Financial Planner® with more than 15 years of experience, I work with clients nationwide.

What To Expect

What To Expect

After you fill out the form, I’ll be in touch to have an initial conversation. We'll discuss your situation to see if my services align with your needs.

  • No Pressure: I believe the right financial partnership should feel natural and comfortable.

  • Clear Next Steps: You'll know exactly what your options are moving forward.

What To Expect

After you fill out the form, I’ll be in touch to have an initial conversation. We'll discuss your situation to see if my services align with your needs

No Pressure: I believe the right financial partnership should feel natural and comfortable

Clear Next Steps: You'll know exactly what your options are moving forward

How We Can Work Together


In-Person Meetings

If you're in the Wichita, Kansas area, we can meet face-to-face for a more personal experience.


Virtual Meetings

I also work with clients across the United States through secure video conferencing and digital document sharing.


Ongoing Support

Regular check-ins and updates as your life circumstances change, with communication options that work for your schedule and location.

Wichita Office

150 North Main

Suite 11

Wichita, KS 67202

Phone: 316-371-0361

Mon-Fri: 8:00 AM - 5:00 PM By Appointment

Please Complete This Form to Contact
Purposeful Wealth Partners

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When life brings fresh starts or final goodbyes, I’m here to listen and help you explore your financial options with clarity and confidence.

To provide every client a truly personalized experience, I limit the number of clients I work with, ensuring each person feels fully seen and heard. Fill out the contact form soon to inquire and explore the possibility of working together.