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
22
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
  • Family Finances
  • Investment Management
  • Insurance
  • Women's Financial Strategies

Awards & recognition

  • Vantage Wealth Advisors, Ameriprise Client Experience Award, 2021-2022

Professional associations

  • Germantown Chamber of Commerce
  • Lakeland Chamber of Commerce
  • 901 Networking
  • Mid South Transplant

Client Experience Award

All of us at Vantage Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire team and the great experience we work so hard to provide for our clients every day.

Community participation

  • 901 Networking - Executive Committee Member
  • Germantown Tennesse Chamber of Commerce Ambassador
  • Mid South Transplant Ambassador
  • Lakeland Tennessee Chamber of Commerce
  • Volunteer Madonna Learning Center

Interests

  • Time spent with Family, Friends & Our Church Family (Hope).
  • My son, Chase, keeps us busy with activities.
  • Visits with Family at Pickwick Lake.
  • Sports, Movies, Reading & Reconnecting with Old Friends.