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

  • Retirement Income Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Licenses: Series 7, 63, 65, 24
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelors of Administration Finance, University of Arkansas at Little Rock, 1999

Interests

I am a North Little Rock native. Pilates, tennis, and more recently fishing, are some of my favorite past times when I am not spending time with my family. I have two wonderful children, and a Brittany Spaniel. On weekends, I love to spend time exploring new recipes in the kitchen. I am a proud graduate of Mount St. Mary Academy and University of Arkansas at Little Rock.

Community participation

  • CareLink, Board Member
  • New Life Church, Member
  • University of Arkansas at Little Rock, Alumnae
  • Mount St. Mary Academy, Alumnae

Professional associations

  • University of Arkansas at Little Rock Alumnae
  • Mount St. Mary Alumnae
  • Board of Directors for CareLink