Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Investment Management
  • Tax Planning Strategies
  • Retirement Plan Distribution


  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 - General Securities Representative Examination, March 2000
  • Series 63 - Uniform Securities Agent State Law Examination, June 2000
  • Series 65 - Uniform Investment Adviser Law Examination, September 2012


  • American River College, AA Degree - 1991

Awards & recognition

  • TSG Financial Advisors, Forbes Best-in-State Wealth Management Teams, 2023


I am originally from Northern California and I feel very fortunate to have called East Tennessee home for over 30 years. I enjoy living in the foothills of the Great Smoky Mountains. Most weekends you can find me hiking on a trail during the fall, winter, and spring or kayaking in the summer. My husband and I are very happy empty-nesters and enjoy frequent visits with our 2 adult children. We love to spoil our sweet black Labrador named Bear.