Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Saving for Education
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Master of Business Administration, 2012 Georgia Southern University

Awards & recognition

  • Ameriprise Client Experience Award, 2023

Community participation

Feeding America- As a team we volunteer annually with Feeding South Florida and Feeding Northeast Florida.

Dreams Come True- Horizon Board Member

Interests

My husband, Adam, and I have two beautiful little girls, Raelynn and Riley. We enjoy boating, biking, going to the beach and exploring all of the outdoor activities our hometown has to offer. We love to travel and spend a lot of time in the mountains of North Carolina.