As a Director at Redwood, Missie helps clients create financial and investment goals, develop and implement wealth management strategies, and monitor their progress towards each target. The suburban Chicago native, who minored in dance in college, says classical ballet – her favorite form of dance – requires some of the same skills that are necessary for financial planning.
“To be a successful ballerina, you must have a lot of discipline,” she explains. “That’s the same word I use to explain how clients should view investing; it takes a disciplined, long-term approach.” With more than 19 years of financial planning experience, Missie has worked in all areas of the field, including retirement planning, estate planning, tax planning, and risk management.
Prior to joining our team, Missie spent many years offering investment counsel and financial planning to high-net-worth individuals, families, and not-for-profit organizations at Modera Wealth Management, LLC, and Homrich Berg. Missie also worked for The Ayco Company, a Goldman Sachs company, where she provided comprehensive financial services, such as investment planning, income tax planning, cash flow analysis, retirement planning, estate planning, and risk management.
Missie graduated cum laude with a bachelor’s degree in business from Wake Forest University. She earned a master’s degree in personal financial planning from Georgia State University, where she was named Outstanding Personal Financial Planning Graduate Student of the Year.
Missie holds the CERTIFIED FINANCIAL PLANNER™ professional designation as well as the Certified Divorce Financial Analyst® professional designation. She’s also a NAPFA-registered financial advisor and has held various leadership positions within the organization (National Association of Personal Financial Advisors). In fact, in 2018, she became president of NAPFA’s South Region and currently serves as the Region’s Chair. “I enjoy connecting members and sharing best practices with each other while we work together to promote the fee-only planning industry as a whole,” she says.
Missie also has provided advice through Jump-Start Your Retirement Plan Day, a free hotline/online chat sponsored each year by NAPFA and Kiplinger’s Personal Finance.
Outside of our field, she’s an active parent volunteer at The Westminster Schools. She and her husband also enjoy attending their two sons’ sporting events.
Missie says she’s learned many lessons over the years, but one of the most important ones is that being a minority in this industry doesn’t mean women play any less of a role. “Females make up only 23% of CFP® professionals,” she explains. “However we are a mighty force, always attuned to details, and dialed in to anticipate your family’s changing needs.”