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

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies

Education

  • Tennessee Technological University Bachlor of Science in Human Ecology 1998

Community participation

I volunteer at STAR (Shangri- la Therapeutic Acadamy of Riding) in Lenior City. Boston Terrier Rescue of East Tennessee is close to my heart as we have adopted and currently foster dogs for this rescue.

Interests

I enjoy spending time with my family and friends at our farm in Corryton TN. I enjoy all things on the farm from taking care of our animals to bush hogging. We have 3 dogs 2 horses and 1 goat. I try and get at least one ride on my horse a week if not more. My Husband and I volunteer with Boston Terrier Rescue of East Tennessee. We often have foster dogs that stay for short times after medical treatment. I also enjoy spending time at the beach when we have time to get away from the farm.

My photos

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