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

  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Investments
  • Christian Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Insurance
  • Charitable Giving
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Investment Management
  • Saving for Education
  • Retirement Plan Distribution
  • Small Business
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Family Finances
  • Intergenerational Planning
  • Retirement Planning Strategies
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • Bachelor of Science- Virginia Commonwealth University 2003

Interests

My interests...hmmm, where to begin? I'm in love with my family! Whether we are hanging out at home or traveling, I enjoy their company the most. I also run half marathons (11 total as of now) and various other distance races. I recently completed my first sprint distance triathlon and am in the process of training for another. My passion lies in helping women feel empowered in making financial decisions for themselves and their family.

Community participation

Annual December collection- Toys for Tots and Operation Gratitude

  • Volunteer- Safe Harbor
  • Student Volunteer- Mcguires Veterans Hospital
  • Student Volunteer- Grace Hospital
  • Student Volunteer- Retreat Hospital

Awards & recognition

  • Five Star Wealth Manager, 2020

Honored to receive industry recognition.

I’m honored to announce I’ve received a 2020 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professionals for the recognition.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3.Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-6discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.