From a young age, I learned about the hard work and rewards that come from hanging out your own shingle and how a well-executed plan can benefit future generations. My grandfather was a small business founder and because of his foresight, he was able to bless generations of his family with financial contributions toward education. I am proud to follow in his footsteps, helping to create a similar legacy for my clients' families and my own.

One of the greatest joys of my job is helping clients develop their own unique legacy and putting plans in place to help ensure its execution. I collaborate with my clients' tax, legal and other trusted professionals, identifying the most effective strategies to help clients and their families reach their goals, whether they involve creating, spending, giving, protecting or transferring wealth. My goal is always to understand what is most important to my clients and build our plan around whatever that is. My team and I are focused on creating an ideal experience by consistently assessing the client's situation and providing guidance on risks and opportunities. We are proud to serve a diverse group of clients, many of whom are successful entrepreneurs in the greater Fredericksburg and Spotsylvania areas.

I am a graduate of the University of Mary Washington and live in Spotsylvania County with my husband, our three kids and three dogs. I love being outdoors, hiking, boating and playing pickleball and I am learning to garden with native plants. I volunteer with The Brisben Center homeless shelter as a mobility mentor and financial coach and have been an active volunteer in the Rappahannock Swim League and Spotsylvania schools for many years.

Please reach out to learn how we can be of help to you and your family.
[email protected]
(540) 898-7222

Focus areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Socially Conscious Investing
  • Special Needs Financial Considerations

My Personal Interests

  • Outdoor Enthusiast
  • Animal Rescue
  • Health & Nutrition
  • Home Improvement
  • Pickleball

Office Information

Office Address

9110 Old Battlefield Blvd Suite 100 Spotsylvania, VA 22553

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed
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