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
23
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, 2021-2023

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 for the second year in a row. 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.

My photos

1 albums
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