You Handle the Heart.
You Handle the Heart.
I’ll Handle the Paperwork.
I’ll Handle the Paperwork.
Professional Administrative Advocacy for Mid-Missouri Families.
Professional Administrative Advocacy for Mid-Missouri Families.
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Most families assume their attorney or financial advisor handles the 100+ administrative tasks that follow a loss.
Most families assume their attorney or financial advisor handles the 100+ administrative tasks that follow a loss.
The truth is, they don't. I do.
The truth is, they don't. I do.
I am currently preparing the full After Loss Logistics digital experience. In the meantime, I am actively serving clients in Mid-Missouri, providing the "boots-on-the-ground" support needed to unbury the burden of estate administration.
I am currently preparing the full After Loss Logistics digital experience. In the meantime, I am actively serving clients in Mid-Missouri, providing the "boots-on-the-ground" support needed to unbury the burden of estate administration.
Active Expertise. Professional Advocacy.
Active Expertise. Professional Advocacy.
For the past 15 years, I have been a licensed insurance agent, a claims advocate, and a professional in the financial advisory space. I am not an advisor, attorney, or a CPA. I am a specialist in the execution of paperwork and advocacy involved in these professions.
For the past 15 years, I have been a licensed insurance agent, a claims advocate, and a professional in the financial advisory space. I am not an advisor, attorney, or a CPA. I am a specialist in the execution of paperwork and advocacy involved in these professions.
Because I am actively working in the financial advisory world in Columbia, Missouri, I don’t just understand the "old way" of doing things. I am in the trenches every day, navigating current regulatory changes, insurance claims, and wealth management logistics. I provide the administrative bridge between your daily life and your professional legal/financial team, ensuring that the plans your advisors create actually get implemented.
Because I am actively working in the financial advisory world in Columbia, Missouri, I don’t just understand the "old way" of doing things. I am in the trenches every day, navigating current regulatory changes, insurance claims, and wealth management logistics. I provide the administrative bridge between your daily life and your professional legal/financial team, ensuring that the plans your advisors create actually get implemented.
15+
15+
years as a licensed insurance professional
10 +
10 +
years advocating for families through the claims process
5 +
5 +
years working alongside financial advisory firms
3 +
3 +
years as a Notary Public
Unbury the Burden
Unbury the Burden
A Loving Legacy is More Than Money
My book, Unbury the Burden, was written to help families understand the administrative aftermath of loss. It is a guide for the heart and the head, highlighting why organization is the greatest gift you can leave behind.
Clarity
Clarity
We make complex processes easier to understand
Transparency
Transparency
You always know what’s being handled and what’s next
Respect
Respect
Every situation is personal and handled with care
Efficiency
Efficiency
We help move things forward without unnecessary delays
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