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

  • Family Finances
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Community participation

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


  • 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.