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
32
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
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Estate Planning Strategies
  • Saving for Education

Education

  • East Tennessee State University 1989: bachelors in business administration

Community participation

  • Farragut Kiwanian of the Year 2005 - 2006
  • Farragut Intermediate School Leadership Team 2010-2012
  • Salvation Army Bell Ringing
  • Farragut Kiwanis Club Past Officer

Interests

  • I enjoy spending time with my friends and family.
  • I love reading books outside.
  • I love hiking with my family.
  • I enjoy volunteer activities.

My photos

1 albums
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