Growing up, I had a passion for finances and helping others. I was blessed to have a career that afforded me the opportunity to coach, develop and prepare others for leadership roles. Something inside of me changed when my mom passed. I felt an overwhelming sense of not having been equipped to handle the battle with dementia or able to find the necessary resources to navigate her care. It was then that I decided a career change was needed and my two passions were joined at Edward Jones.

I partner with individuals with a focus on females experiencing life changing events (job transitions, relocation, divorce or losing someone). Personally, I’ve been there and want to help others navigate changes daily. My shared experiences can lessen your burden if you allow me to partner with you.

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

I serve on the board of Better Living for Seniors Pinellas, volunteer with GFWC (General Federations of Women's Clubs), National Black MBA and Safety Harbor Chamber of Commerce.

Our branch team consists of Vicki Thompson our office administrator (a little secret – my nickname is Vicky, and maiden name was Thompson; we were meant to partner) and me. We realize relationships are key and when you need to speak to someone, you call our office directly, no 800 number.

Let's plan to meet when it’s convenient for you (phone, zoom or in-person) 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.

Let's talk. Our office can be reached at 727-725-1262.

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
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

Email Me

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