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
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Family Finances
  • Domestic Partner Planning
  • Saving for Education
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies

Qualifications

  • FINRA Series 7 license
  • FINRA Series 66 license

Education

  • Masters in Arts, Education, West Virginia University
  • Bachelors in Arts, Education, West Virginia University

Interests

  • My happiest times are ones spent with family and friends.
  • Who doesn’t want to see the world?! I love to travel!
  • My 2 children have turned me into being a big fan of football and basketball.
  • I love the outdoors and animals.