I started my career with Edward Jones in 2007 in an administrative position. After 11 years of helping handle the complex needs of our clients, I accepted the opportunity to become a registered financial advisor.
My husband, Josh, and I have two daughters. Harley is studying biology at Tennessee Technological University and Kennedy is a junior at Heritage High School. Josh is an electrician by trade. He manages our commercial electrical contracting business in Goodlettsville. In our free time, we enjoy Jeeping, fishing and spending time on the lake. I have a passion for cooking and love to entertain family and friends. You might also run into me at a local antique shop.
As a small business owner, mother and young professional, I understand the everchanging nature of our lives and the need to have a financial advisor with tools to help build and protect what you have worked so hard to achieve.
Whether you're getting started with savings, planning for retirement or making sure your legacy fulfills the dreams you have for your family, I will be there every step of the way. We can work together to develop specific strategies to help you achieve your goals. We will monitor your progress to help make sure you stay on track.
In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Throughout it all, I'm dedicated to providing you with exceptional client service.
- New Investors
- College Savings
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Estate & Legacy Strategies
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast