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In 2001 I began my career supporting financial advisors with Ameriprise Financial to help clients plan for a financially confident and successful future. I find developing a relationship with clients and seeing them reap the benefits of personalized financial planning very rewarding. I have two adult sons and a large extended family, most of whom live in SW Virginia. I enjoy reading and attending live concerts.
I am a Client Service Specialist and primary point of contact at our Winchester office. I have been in the financial services industry since 2005 and joined The Myrias Group™ in 2021. I thrive on providing a caring and compassionate environment for our clients, providing excellent customer service and building client relationships. I am the proud grandparent of 4 grandchildren and mom to one crazy Boxer and 11 chickens.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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