The battle with Alzheimer's and Dementia are tough, and when it hits close to home we realize how important an estate strategy is for the entire family. Whether you are near or far from a family member being impacted, it takes a village, and my experience and resources can assist with your preparation for life events. Why not ask for help, it starts with a conversation - let's talk.

My primary goal is to help individual investors and small business owners develop an investment strategy geared toward their unique, long-term goals. Whether you're planning for retirement, saving for children/grandchildren's education or just trying to protect the financial future of the ones you care for the most, we can work together to customize your plan and achieve your goals.

Originally from Philadelphia (Eagles fan), my husband, Jerry (Cowboys fan), is from Mississippi and we have been married and resided in Florida (Orlando-Miami and now Tampa) for nearly 20 years. Our passion is helping others, traveling, sports, al fresco dining and spending time with the grandkids!

Relationships are key; let's plan to meet when it’s convenient for you as I recognize the challenging needs of everyone's hectic schedule. It would be my pleasure to partner in planning what's most important to you.

Focus areas

  • Employee Stock Options
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • New Investors
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Office Information

Office Hours

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

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More