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

  • Family Finances
  • Women's Financial Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Insurance
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Master of Business Administration, Bachelor of Science - Mathematics

Education

  • University of Illinois

Community participation

Recently sponsored a food drive to support Second Harvest Food Bank, of Winston- Salem . Collected more than 300 lbs . of canned goods. Thanks for your help in achieving our goals.