Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.
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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.
I am the remote Client Service Specialist for the Winchester office. I have been in the financial industry since 1996 and with The Myrias Group™ since 2019. I handle much of the behind-the-scenes prep work for client meetings, oversee transactions, create/submit paperwork, as well as assisting with other administrative services. I treasure family time, and enjoy traveling and watching sports.
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