My favorite business owner was my grandfather. He was innovative, passionate and focused about what he did best, and I loved that about him.

He never pretended to be the best at everything – just the best at what he did. For everything else, he had a circle of people that he relied on to make his business strong. While he focused on doing what he loved, he hired others to keep the books, do his taxes and advise on his finances.

The reward was a successful business, an amazing, fulfilling life and a very comfortable retirement where he provided not only for himself but also his wife who outlived him for quite some time.

This taught me to stay in my lane, work in my unique brilliance and surround myself with people in my circle who were the best at what they do.

My passion is to serve you, business owner or individual, so that you can live your strongest life, focusing on what you do best and let me do what I do best – advise you on the comprehensive financial needs that are uniquely you.

In order to be the very best for you, I have obtained the CFP® professional designation.

I'm currently living in and experiencing the sandwich generation. We have five generations alive and thriving, and I'm in the middle. If you ask me about my four kids and four grandkids, you may want to get comfortable; I am so proud of them.

I've been married over 32 years to my pastor/missionary husband, Jerry and we are both Gulf War veterans. We also home-educated our children for 25 years. These days as empty nesters, we travel and kayak in our spare time.

My greatest joy now is to take all of my life experiences and knowledge and serve you.

If you come by our office or call to see if we'd be a good fit, the first person you will meet is Natalie Splinter. She partners with me to handle client services, ensuring that you have a world-class experience.

Give us a call and let us help you focus on what you do best!

Focus areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

My Personal Interests

  • History and Museums
  • Movies & Entertainment
  • Spending Time with Family
  • Traveling
  • Volunteering

Office Information

Office Address

5501-E Bennetts Pasture Rd Suffolk, VA 23435

Office Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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