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 Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Domestic Partner Planning
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Science (B.S.), Stetson University, 1997

Interests

I love spending time with my family and friends. On the weekends you may catch me walking the dogs, digging in the garden or tackling home improvement projects. I also enjoy traveling, attending concerts and sporting events.

Community participation

Volunteering with the Junior League of Daytona Beach gives me a sense of purpose, while striving to fulfill our local mission, to improve the quality of life for women & children. I have served on many committees for more than 20 years now and I continue to stay active with the Junior League Sustainers.

The Halifax Humane Society in Daytona Beach is near and dear to my heart, as we have FOUR furry family members from there... please remember: "Adopt, don't shop"

As a member of the Delta Delta Delta Alumni Association, we raise funds for local college scholarships as well as for our national partner, St Jude's Children’s Research Hosp.