Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Financial Strategies for LGBTQ Couples and Families
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 and 66 Licenses
  • FL Licenses - Life, Health, Annuities

Education

  • Illinois State University - B.S. Education Mathematics

Interests

  • I enjoy golfing with the Executive Women's Golf Association and the Ladies' League at The Links of Boynton Beach
  • As a former tennis professional, I play regularly with friends and other tennis professionals
  • I have 3 chocolate labs: Scout, Sydney and Sophie
  • I love to cook and collect recipes (especially Southern cooking)

Community participation

  • I volunteer my time teaching tennis to children in the community.
  • I participate in all National Days of Service.

Previous experience

  • Morgan Stanley - Financial Advisor, 2007-2011