Autum serves as a Private Wealth Manager, working directly with her clients to create and maintain a holistic financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Autum brings to her clients more than 10 years of experience in the financial industry and offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Autum served as a Financial Advisor and Assistant Vice President at a national investment advisory firm. Autum was involved in portfolio construction, financial plan creation and execution, investment management, economic, and investment research. She has spent her career in the financial services industry, evolving an in-depth knowledge of serving clients with comprehensive wealth management. She is passionate about education and making the planning experience easy and understandable for each client.
Autum has two children – Jaxon and Clyde. In their spare time, they enjoy traveling, fishing, camping, sports, and spending time together.
913-274-2861 | [email protected]