Together with my branch team and team of professionals, I work with a select group of retirees and pre-retirees to help them create their "best life." We accomplish this by understanding what is most important to them as it relates to their financial goals and dreams. I have a process that has been fine-tuned over the past 20 years which enables me to help individuals prepare for and navigate the uncertainties of life. One of my greatest pleasures is the opportunity to partner with my clients and their families over their lifetimes and get to know them on a deeply personal level.

I live in Union Hall with my husband of 20 years, Bob. We've raised our two children, George and Abby, in Franklin County, and they currently attend Franklin County High School. I have been a member of the SML Chamber of Commerce for 20 years. In my spare time, I enjoy spending time on the lake or by the fire pit, whichever makes the most sense! I also enjoy hiking, gardening, cooking and traveling.

My senior branch office administrator, Santana, has been with me for almost six years and is committed to getting to know our clients to help them reach their goals. Santana also lives in Franklin County and enjoys spending time with family, traveling and photography.

We aim to provide our clients with the peace of mind of knowing that we are working diligently to help them achieve their financial goals. We treasure the personal relationships with our clients that we have developed over the years and aim to provide the highest level of personalized service in the area.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Gardening
  • Traveling
  • Yoga

Office Information

Office Address

12787 Booker T Washington Hwy Suite 101 Hardy, VA 24101

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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