With nearly 25 years of investment industry experience, I joined Stifel in 2020 with my daughter and partner upon the opening of the firm's Bowling Green, Kentucky, branch. I focus on developing retirement planning strategies for wealthy families and individuals across multiple generations. To do this effectively, I leverage Stifel’s full suite of services and robust financial planning resources, including cutting-edge reporting technology, lending, trust, and other professionals to help me lay out strategies personalized to my clients’ financial picture.
“The secret to getting ahead is getting started.” – Mark Twain
I began my investment industry career in 2019 and transitioned to Stifel with my father in 2020. Having previously been in the hospitality industry for 22 years as an Event Coordinator, the timing was finally right in my life to make a complete career change. I have helped hundreds of people shape memorable lifetime events. Bridging this experience into my new career path, today I help individuals, families, and small businesses pursue their financial goals.
Together, my dad and I make up the WG Investment Group. Pairing his 25 years of experience with my modern-day investment approach, I focus on identifying new and innovative ways to help our clients manage their portfolios while aligning their investments with their current needs and future intentions.
Active in the community, I serve on the board of directors of Barren River Child Advocacy Center. In addition, I am a member of the Women's Fund of South Central Kentucky and a member of the Bowling Green Business Women and the Chamber of Commerce.
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