My life's purpose is to make an impact on my community as a financial advisor – providing the kind of sound advice, deep understanding and long-lasting partnership we all deserve when creating the financial legacy we dream of.

My clients are my extended family, and with that comes with my full dedication. In working with me, you get just that – me! You have access to my 16 years of industry experience, my strong educational background from the University of Florida and the College for Financial Planning, and most importantly, you get someone who cares about your hopes and dreams. Additionally, you also have a strong support team in Rosand, Kathy and Seth, who manage our clients' administrative needs, as well as the latest research and technology from Edward Jones, a Fortune 500 firm with a 100-year history.

The wonderful people who make up our client family come from all walks of life, including women investors, individuals and families with complex financial needs, small business owners and hospital executives and physicians. I provide personalized guidance and strategies for my clients' present and future financial needs:

- Determining your retirement needs and income sources
- Finding tax-mitigation opportunities in partnership with your CPA
- Identifying your options and prepare for unexpected life events
- Advanced estate and legacy considerations
- Regularly assessing your financial picture to help stay on track long term

In addition to my role as a financial advisor, I also have many roles and interests outside the office. I have cared for seven adopted children who are now 16-23, with five in college. I love dogs and have a Yorkie/Poodle mix named Magic. On Saturday mornings, you can catch me playing Pickleball at our local courts.

I currently serve as vice-president of the Lake Nona Rotary Lunch Club and as a Money Coach for CEO Chicks. I'm also a proud member of the Lake Nona Ladies Association and the University of Florida Alumni Association.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • History and Museums
  • Football
  • Community Outreach

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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