One-size-fits-all may be fine for some investors, but I believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, I can offer investment solutions tailored to all your financial goals.

Prior to becoming a financial advisor, I spent 25 years in human resources. I have been on the plant floor and in the C-Suite. Regardless of job level, wealth or education, my passion was helping employees succeed professionally, personally and financially.

With my professional background, I bring integrity to being a trusted first choice, giving you personalized attention to help build a wealth strategy that supports a future you design and desire.

I attended Baker College and graduated summa cum laude with a bachelor’s degree in business administration. I am a lifelong learner, a morning person, an aspiring photographer and a travel enthusiast. I bring energy and enthusiasm to the table and I strive to ensure I am an effective communicator and educator in all aspects of my life.

My spouse, David, and I have three children; Aaron (married to Samantha), Will and Evan. I am originally from South Texas, but my husband is a lifelong resident of the area and we love calling the Golden Isles home.

Relationships are key, and in my view, meeting face to face builds strong relationships. Now more than ever, I want to meet clients on their terms which can also include web conference. I will meet when it’s convenient for my clients because I recognize the challenging needs of your businesses and your lives.

I would like to help to provide answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

Connect with me on LinkedIn and Facebook

Focus areas

  • New Investors
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners

My Personal Interests

  • Photography
  • Football
  • Painting
  • Spending Time with Family
  • Traveling

Office Information

Office Address

102a Lakeshore Dr St Marys, GA 31558

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 09:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Request an Appointment

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