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

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Saving for Education
  • Family Finances
  • Small Business
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • AIF® Accredited Investment Fiduciary
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
  • Master of Business Administration

Education

  • Bachelor of Science in Business Administration, Auburn University
  • Master of Business Administration, The University of Alabama

Interests

  • Outside of work I love spending time with my children. We
  • enjoy music, movies, the outdoors, cooking and reading. I am
  • an avid learner in all aspects of life.

Community participation

  • I am a member of Soroptimist International of Huntsville because I like the work they do to educate and help women and girls better their lives.
  • I support my community through my church by serving in various roles working to enrich the lives of all people in the community.
  • I donate to the Food Bank of North Alabama because I don't think anyone should go hungry.
  • I volunteer regularly with various service organizations and projects during my free time as a way to give back and to be an example to my children of empathy and helping your fellow man.

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Professional associations

  • Financial & Estate Planning Council of Huntsville