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

  • Family Finances
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLTC® Certified Long Term Care®

Interests

  • Participating in Half Marathons - I completed my first one in the 2007 Disney Half Marathon and have since completed 3 more.
  • I am involved in my childrens' various sporting activities throughout the year.
  • I have been in a leadership position with Gulf Coast Chyrsalis and I continue to be involved in the Flights.

Community participation

  • Volunteer at The Harry Chapin Food Bank
  • Contributor to the American Cancer Society Relay for Life
  • Contributor to the Cystic Fibrosis Foundation