My career in finance began in 2009, working as a part time bank teller while I was in college. I honestly was on the path to become an actuary, but realized my true passion is helping others make their financial goals a reality. I essentially built career from the bottom up in the financial world. I believe I am lucky to have had the experience of working and learning all aspects of finance. During college, I worked my way up in the banking industry and have done everything from personal banking and management to credit counseling and lending. Once I graduated college from Kennesaw State University with a B.S. major in integrative studies, a minor in sociology and a certificate in leadership, I knew I was ready for the next step, and that was to become a financial advisor.

In my current role as an Edward Jones financial advisor, I help driven individuals and business owners master their financial plans. I aim to help you achieve your financial goals. We do this by coordinating your entire financial picture which includes investments, estate considerations, protection strategies and cash flow. My team and I partner with your CPA, estate attorney and other professionals to help you organize, build, protect and transfer your wealth. I believe communication is key and that is why I meet with my clients every three to six months to discuss any potential financial changes in your life that could derail you from staying on track so you can conquer your goals.

Outside of Edward Jones, I love to travel and have been to 32 countries and 36 states in the United States. I'm a huge cook and my favorite music is twenties swing. I even took swing lessons as a child. My favorite food is Italian. I love spending time with my dog, Prince Louis, playing tennis, kayaking, paddle boarding and spending time with my family.

I also love to be involved in the community. My passion is primarily focused on raising funds for non-profits for homeless children.

If you're ready to make those next steps in making your financial dreams a reality, contact me at 954-434-7370 or [email protected] and we will set up a complimentary session.

Focus areas

  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • College Savings
  • Retirement Income Strategies
  • LGBT Finances

My Personal Interests

  • Cooking
  • Community Outreach
  • Tennis
  • Yoga
  • Cycling

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing
Email Me

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