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
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Investment Management
  • Insurance
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Family Finances

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Life Insurance

Education

  • Bachelors of Science, Sullivan University, 2013

Previous experience

  • Financial Advisor, Merrill Lynch, Louisville, KY, 2014-2018
  • Assistant General Manager, Flanagan's Ale House, Louisville, KY, 2013-2014

Community participation

  • National Association of Women Business Owners Board of Directors 2017-2020
  • Greater Louisville, Inc.

Interests

  • Camping
  • Vintage
  • Clothes
  • Theatre
  • Local Food
  • Traveling
  • Bourbon