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
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Military Financial Advisor
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education


  • CMFA® Certified Military Financial Advisor®

Awards & recognition

  • Anthology Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Anthology Financial Partners, Ameriprise Client Experience Award, 2020, 2021, 2022

Honored to be recognized in Forbes

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including Anthology Financial Partners on their 2023 Best-in-State Wealth Management Teams list. I’m honored, and I’d like to thank our loyal clients for making this recognition possible. I look forward to continuing our work together!

Community participation

Member of the American Legion.

Member and Treasurer for St Johns Lutheran Church in Chatham.

Volunteer Location Coordinator for Wreaths Across America at Camp Butler National Cemetery


  • Since husband and I are now empty nesters, we purchased a camper and have started to take mini trips around the state
  • My hobbies include cooking, spending time with family and friends
  • Love attending local charity events supporting our Veterans