Growing up, my mom worked three jobs to ensure my siblings and I had all we needed. Though we were well cared for and loved, seeing her work so hard and often struggle to make ends meet produced a desire in me for a better life for myself and my future family. My mom wanted more for us too. Fast forward through a life transition of divorce, graduate school and a career change from accounting to today, I now have stability and confidence in my financial future and enjoy the privilege of helping others reach a similar level of financial assuredness as we partner together to work toward the financial goals they value most.

I am a proud mom of two sons, the elder of which currently serves as a United States Marine. My sons and I, like when they were younger, relish watching Marvel movies and playing board games together. They are a source of great joy in my life, always making me smile and laugh. Besides spending time with family, walking, community outreach and socializing with friends are regular staples on my calendar.

As a military mom with a deep appreciation for the honorable sacrifice of those who serve and have served, I thrive on the connections I make with active duty and veteran families. While I understand the needs of fellow entrepreneurs and business owners, after experiencing a life transition of divorce, I have found I also relate well to women who choose to manage their household's finances or find themselves charged with this task after a divorce or devastating loss of a spouse or provider.

Whether you're concerned about living securely in retirement, leaving a legacy behind for your loved ones, saving enough for education or ensuring you and your family are prepared for life's inevitable curveballs, we can help you. Our established 5-step process is designed to help you reach your goals and stay on track. Through it all, our team delivers a warm, caring branch environment, high quality products, custom investment strategies and the excellent service you deserve.

We accommodate clients locally and in several states with phone and virtual appointments. Call 615-549-0015 to schedule your complimentary portfolio review today.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • College Savings
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Community Outreach
  • Traveling
  • Walking

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing
Email Me

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