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
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Charitable Giving
  • Women's Financial Strategies
  • Saving for Education
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Business Administration in Finance, Stetson University, DeLand, FL 2016-2018

Awards & recognition

  • Mears Wealth Management Group, Ameriprise Client Experience Award, 2022-2023
  • Ameriprise Ultimate Digital Excellence Award, 2022

Previous experience

  • Financial Advisor Associate, Morgan Stanley, DeLand, FL, 2019-2022

Community participation

  • Rotaract Club of DeLand, Treasurer
  • Daytona Beach Zeta Tau Alpha Alumnae, VP of Finance
  • Junior Service League of DeLand, Member

Interests

  • Family
  • Friends
  • Community