Who We Are and Why Clients Trust Us

Artemis Wealth Management was founded to challenge the traditional financial industry model — one that has historically excluded, dismissed, or overcomplicated access to real financial strategy.

I’ve spent over a decade in the financial industry, working inside the systems that shape how wealth is built, protected, and transferred. I understand how those systems work — and how often they’re used in ways that leave people confused, disempowered, or shut out of meaningful guidance.

My work is grounded in education, transparency, and partnership. I help clients understand their options, evaluate tradeoffs, and make financial decisions with clarity — not pressure or guesswork.

I’m known for being direct, thoughtful, and deeply present in the planning process. I take the time to explain the strategy behind decisions, ask better questions, and help clients feel confident in the choices they’re making — not just today, but over time.

This work isn’t about quick fixes or surface-level advice. It’s about building wealth intentionally, with someone who understands the full picture and stays engaged as life, goals, and responsibilities evolve.

Professional experience & leadership
• Over a decade of experience in financial planning and wealth management
• Fiduciary advisor and wealth planner
• Board member, Saint Louis Council of Charitable Gift Planners
• Member, Philanthropic Institute for Professional Advisors
• National speaker and educator on wealth, decision-making, and financial empowerment 

I don’t believe in managing money in isolation.
I believe in partnership — informed, intentional, and built to last.