Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Masters Business Administration; James Madison University, 1999

Previous experience

  • Wealth Manager, LPL Financial, Southport, NC, 04/2013 - 06/2014
  • Financial Advisor, Ameriprise Financial Services, Inc., Harrisonburg, VA, 03/1999 - 07/2012

Interests

I enjoy outdoor activities such as golf, exercise, barbecue and relaxing on the beach. In the past I have participated in the Senior Games Track and Field and Masters USATF on the State and National levels.