Advisor profile


My approach

Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. I use our exclusive Confident Retirement® approach to help my clients feel more confident about their, and their loved ones, financial future. I am personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Family Finances
  • Investments
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Intergenerational Planning
  • Insurance
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • Bachelor of Science, Apparel, Housing, and Resource Management, Virginia Tech, Blacksburg, VA
  • Minor in Business, Pamplin College of Business, Virginia Tech, Blacksburg, Virginia

Interests

I'm a mom. I believe in Family First, and Work Life Harmony.

I'm a Financial Advisor. I help people retire confidently. I am a planner. I find joy in helping others reach their goals and dreams.

I love to waterski. I grew up in the Northern Neck and I love to be on or near the water as often as possible.

I'm a Hokie. My husband is a VCU Ram. I love Richmond's festivals and love to try new restaurants and fun things around town.

I believe you should be kind, work hard, connect others, and lead by example.

I love to meet new people, learn about their passions and purpose, and offer financial knowledge and accountability. Let's connect!

Community participation

Membership Co-chair/Welcoming Coordinator, Surreywood neighborhood SCA Board. 2020.

VP of Programming, Financial Planning Association, Central Virginia. 2018-2020.

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.