Advisor profile

What you can expect when you work with me

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.

Get started
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
  • Social Security Retirement Benefits
  • Small Business
  • Wealth Preservation Strategies
  • Retirement Plan Distribution


  • LUTCF® Life Underwriter Training Council Fellow℠
  • General Securities - Series 7 license
  • Series 63 license
  • Life and Health License
  • Life Underwriter Training Council Fellow (LUTCF)


  • Bachelor of Science degree from University of TN at Chattanooga - 1992

Awards & recognition

  • Five Star Wealth Manager , 2014, 2016, 2018, 2020 - 2022, 2023

Professional associations

  • Financial Planning Association
  • Leadership Memphis, Class of 2007
  • Million Dollar Round Table
  • Toastmasters International - local member

Community participation


  • I enjoy reading, exercising, and relaxing at home