What's most important to us is understanding what's most important to you. In our branch, we partner with clients in an intimate fashion so that I can help you build personalized strategies to help you reach your financial goals and stay on track throughout your life.

My enthusiasm and inspiration for what I do stems from my community and learning to be of service. Currently, I serve as the Alzheimer's Association community educator to educate caregivers on the legal and financial aspects of caring for a loved one with dementia.

During my time at Edward Jones, I have received the firm's Eagle Award, a milestone awarded for unyielding dedication and enthusiasm for serving businesses and individual investors. I am a firm believer in being a student of my craft and have gone on to further pursue professional designations through the College for Financial Planning and the Certified Financial Planning Board.

My Branch Office Administrator, Steve Holloman, and I work to give our clients a level of care that makes them feel understood, informed, and in control of their financial future.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

My Personal Interests

  • Community Outreach
  • Yoga
  • Wine Collecting/Enthusiast
  • Traveling
  • Scuba Diving

Office Information

Office Address

1121 Marbella Plaza Dr Tampa, FL 33619

Office Hours

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

Additional Hours

  • Evenings
Request an Appointment

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