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

Areas of focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Small Business
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • General Securities - Series 7 license
  • Series 63 license
  • Life and Health License
  • Life Underwriter Training Council Fellow (LUTCF)

Education

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

Interests

  • I enjoy reading, exercising, and relaxing at home

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2014, 2016, 2018, 2020, 2021

Professional associations

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