Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. 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, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Insurance
  • Saving for Education
  • Business Retirement Plans
  • Family Finances
  • Wealth Preservation Strategies
  • Investments
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BBA, Accounting, Stetson University, 1986-1988

Previous experience

  • DEAN WITTER REYNOLDS INC, 1990-1996
  • PRUDENTIAL SECURITIES INCORPORATED, 1996-2000
  • RAYMOND JAMES FINANCIAL SERVICES, INC, 2002-2017

Community participation

Member of the Ormond Beach Chamber of Commerce

Member of Estate Planning Council of the Fun Coast

Interests

I enjoy being with my Family, Working Out, Fishing & Snorkeling, and I love to travel and be outdoors.

Our family really enjoys college football. GO GATORS!

FL Gator Football - our daughter graduated from UF - Go Gators! She is attending PA school in Atlanta, GA

UWF Football - our son graduated from Univ of West FL - Go Argonauts! My son got married and moved back home.

I am the vice president of the Estate Planning Council of the Fun Coast. I am a big supporter of PACE center for Girls.