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
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • University of Memphis, Bachelors of Science in Education
  • Western Governors University, Masters of Math in Education

Community participation

I currently sponsor Les Passees, a non-profit organization, that serves local children and their families. We fund the Les Passees Kids on the Block puppet troupe that educates over 25,000 children in schools across Shelby County and neighboring counties every year, with programs that include saying no to drugs and how to handle bullying. We also support Harwood Center, a school that provides education and therapeutic serivce for devlopmentally delayed preschool children. We also have our large fundraiser at the Stock Exchange, which is an upscale consignment store from mid-September through October each fall.

Interests

As a mother of three boys, I enjoy spending quality time with my family. We attend River City Church and love to serve and worship there. My family likes spending time outdoors, and love our Memphis Tigers! Our boys play soccer, baseball, and basektball so athletics are a big part of our life.