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
36
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
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Insurance

Education

  • Stetson University, Deland, Florida - 1984 BBA Finance

Professional associations

  • NAPW, Inc. - National Association of Professional Women

Community participation

  • American Cancer Society Charity runs.
  • Church volunteer

Interests

In my spare time I enjoy family time, friends, church, travel, books. I also partake in outdoor activities including running, hiking, tennis, birding, and flower gardening. I also thoroughly love all college sports.