Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Women's Financial Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Interests

I enjoy spending time with my family, reading and traveling. I am enjoying exploring Florida since my move from North Carolina to The Villages several years ago. There are many destinations in Florida that we have yet to visit and my husband and I are looking forward to continuing our adventures.