If I asked, "What's most important to you?", how would you respond? Would you say your family? Your legacy? Your finances? Or would you want to know if you're on track to reach your goals when and how you want? Knowing what's most important to you is the first step our team takes in understanding your priorities, goals, hopes and dreams.

As a client, you are what is most important to our team. We strive to build long-term relationships, to exceed your expectations and provide comprehensive, personalized financial solutions to your complex needs. You can count on our client care team—Robyn, Chavon and Greg —to serve you with sincerity, accuracy and professionalism, whether on the phone, in person or even on a Zoom.

Like many of our clients, my family is what's most important to me. My husband, a news helicopter pilot, and our three daughters; our oldest is a local paramedic and youngest are twins in elementary school, all have adventurous spirits. We love to spend time together, travel, ride horses, scallop in the Gulf, BBQ or just relax near the water. And now, with our new grandson, we're looking forward to even more exciting adventures!

My Edward Jones career began back in 1999 after serving in the U.S. Navy. The lessons I learned during my time in the military - respect, teamwork, accountability and leadership - have helped me serve my clients, colleagues and community with a passion for success and prosperity. I’m proud to say I've qualified for the Edward Jones Women’s Conference, along with the top 250 female financial advisors at our firm for the past several years. In 2021, Working Mother magazine and SHOOK Research named me one of the 500 “Top Wealth Advisor Moms” in the U.S. and in February, I was named to the 2022 Forbes "Top Women Best-in-State Wealth Advisors" list.

Outside of serving clients and spending time with my family, I'm passionate about giving back and helping others. I volunteer on the Crooms Academy Business Advisory Council where one of my favorite activities is teaching financial literacy to graduating seniors. I'm a past-president of the Sanford Chamber, supporter of the Sanford Historic Trust and a long-time member of American Business Women's Association.

When you're ready to take the next step in your financial journey, please know we're here for you. If we can help you achieve what's most important, let's connect.

Focus areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • Military Professionals & Veterans
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Aviation
  • Reading
  • Snorkeling
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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