I run a female-focused financial practice.

Most of my clients are strong, capable women who have recently become responsible for managing their wealth on their own. This new chapter in life may cause them to feel scared and overwhelmed. Interestingly, it doesn't matter if clients are referred to me because of a recent divorce or the loss of a loved one. They all seem to have similar concerns. What they want is someone who understands and listens to their needs.

You see, I became a single mother of twins over 13 years ago. I felt alone and scared. While my experiences made me strong and independent – I remember many nights crying in the middle of my floor, fearful of how I would provide for my family. If only I knew then what I know now.

I had to step up to the plate because I understood that no one would scoop in and save us. While trying to create a better life for the three of us, I attended Limestone College for my bachelor's degree, worked at a local bank and a local restaurant. It was my time and experience at the bank that defined what I wanted to do with my life. I was shocked at how many women could relate to my story, and I wanted to be a steppingstone to their success. While women are not my only client base, I deeply understand what it feels like to make financial decisions on your own as a woman.

That is why it is my commitment to create a safe environment where women feel inspired and heard. A place where learning about investing for your lifestyle is freeing. A place where we don't just talk about investments; we talk about social security, estate and legacy considerations, and more. I know firsthand what it feels like to make decisions on your own. So, let me welcome you to a professional and compassionate practice dedicated to helping you embrace the next chapter of your life.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Insurance & Annuities

My Personal Interests

  • Art & Theater
  • Health & Nutrition
  • Music
  • Pets
  • Spending Time with Family

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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