Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Family Finances
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Investments
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Interests

  • Spending time with my family is an absolute must. Nothing beats a fun filled day with my daughter, husband and my sweet giant pup
  • Staying healthy and active is so important and doing CrossFit makes it easy and fun
  • Experimenting in the kitchen is one of my hobbies, I am working on putting together a list of my favorite recipes for our family

Community participation

  • Junior League of Greater Orlando
  • ATHENA Orlando Women’s Leadership, Inc