I have been a financial advisor for over 19 years. I believe everyone should have access to a professional who can assist with goal setting and direction.

I focus on working with serious long-term investors with building wealth in mind. My clientele consists of independent women, business owners, retirees and those that need retirement planning help. My team and I focus on the four pillars of life – Health, Family, Purpose and Finance.

I have discovered that finance takes on a different look for different people, and my practice will meet our clients where they are. My goal is to improve the lives of my clients by doing a deep dive into what's most important to them.

Not every client I meet with has clarity about their goals, family or purpose. My experience has helped me better understand the various issues a client might have because I have seen most of it and have partnered with my clients to resolve their concerns.

If you are tired of meeting with an advisor who presents charts and does not take the time to get to know you, give me the opportunity to show you another way. I work closely with estate planning attorneys and tax professionals as well.

My practice also focuses on the unexpected. I strive to keep our communication honest and consistent. We all have areas where we need to rely on the help of experts to assist us – when those experts are not compassionate, or not willing to understand our concerns, we are left with a sense of disappointment and frustration.

I will always act in my client's best interest. I am always honored to serve my clients and would be honored to serve you as well.

Come join the Hood team! We will treat you like family and will always be there to help and prepare for your next steps on your journey.

Focus areas

  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • New Investors

My Personal Interests

  • Community Outreach
  • Health & Nutrition
  • Tennis
  • Wine Collecting/Enthusiast
  • Sports Enthusiast

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing
Email Me

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