As a financial advisor, I believe it’s important to invest my time in understanding what is important to you before investing your money. Working closely with your CPA and attorney, and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can help with your retirement savings strategy, establish a regular flow of income in retirement and provide a legacy to your loved ones.

In 2008, I joined Edward Jones as a financial advisor, and became a limited partner with the firm in 2014.

I earned a bachelor's degree in marketing and a Master of Business Administration from Florida State University.

During my career, I have received numerous awards and held several leadership roles. Some of these awards include: Partner's Award and the Spirit of Partnership Award. I have volunteered my time to help other financial advisors succeed in their careers by serving as their mentor and as a visiting veteran financial advisor at our home office in St. Louis, MO.

I partner with my clients in a way that is approachable and open for people to express themselves, ask questions and learn. I focus on explaining the investment world in terms they can understand. There are three things I want my clients to walk away knowing: why I'm suggesting a specific investment/strategy; what to expect from it; and how these strategies will help them achieve their goals.

I am actively involved in the community and served as the president of the American Business Women's Association and Chairman of the Board of the Finance Council of Our Lady of Lourdes Catholic Church. I am a mentor for the IGNITE 360 Business Mentoring Program of weVENTURE and I enjoy being involved at Holy Name of Jesus Church. Previous involvement includes board membership of the American Association of University Women and Catholic Charities of Central Florida.

A true passion of mine is helping my clients understand their investments and achieve their financial dreams. I deliver educational workshops on investing and have been invited on several occasions to present and share investment knowledge to organizations in the community.

I provide highly personalized service and I would like to help answer your questions so you can make informed, financially sound decisions. Please do not hesitate to contact me to discuss your personal situation and options.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering
  • Personal Fitness
  • Hiking

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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