Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
24
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 Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • CFS® Certified Fund Specialist

Community participation

  • Women's Ministry Director- Empowered women empower women. It's a blessing to empower and encourage women from all walks of life to live and love in their God-given purpose. When we pour into each other, the world can reap the benefits of the overflow.
  • Biblical Finance Instructor- I'm honored to volunteer monthly at a local women's transitional housing organization, where I prepare the residents to get back on their feet by teaching biblical concepts for financial stewardship.

Interests

  • Travel- The world is such a wondrous place... I want to see it all!
  • Photography- Got my first camera when I was 10 and I've been freezing moments in time ever since!
  • Stair Climbing Challenges- Competed in my first stair climb challenge in March 2012, climbing 50 flights to the top of the Bell Atlantic Tower (Philadelphia, PA) to raise awareness/funds for the American Lung Association. Since then, I have completed 5 of these vertical challenges and even came in 3rd place (Women, Overall), in Alexandria, VA! Looking forward to getting back on the stairs in 2024.