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

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Investments
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Small Business
  • Christian Financial Strategies
  • Social Security Retirement Benefits
  • Insurance
  • Women's Financial Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Business Retirement Plans
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 General Securities Representative
  • Series 24 General Securities Principal
  • Florida Life, Heath and Annuity Age
  • 65 Uniform Investment Advisor Law

Interests

Travel

Animals

Volunteering