Before becoming a financial advisor, I was a branch office administrator with Edward Jones. As a financial advisor, I am uniquely situated to understand my clients' needs. My background has led me to this opportunity to help each client achieve his or her definition of financial success.

Being a single parent, I understand that not all families are created equal and each has unique needs for outcomes specific to its particular situation. Transitions can be daunting. Whether you are retiring from a career, dealing with the loss of a loved one, getting married, going through a divorce or sending your children off to college, we partner together to create a strategy based on what's most important to you.

Originally from Buffalo, I moved to Virginia in 1999 to be closer to my family. I live in Hanover County with my three children: Nick, Max and Katie. This past year, my family suffered two unimaginable losses. My daughter, Delaney, and my brother, David, died nine months apart. I understand grief and preparing for the unexpected firsthand.

I attended the State University of New York at Buffalo with a bachelor's in communication and received my master's in communication from Texas Christian University. I am also a certified mediator.

Giving back to the community is important to me. I volunteer at Wings of Hope in Montpelier, serve on the Town of Ashland Parks & Rec Committee and am in the Ashland Rotary, and enjoy cycling, sailing and photography. One of our greatest adventures was traveling the U.S. in our RV.

I'm dedicated to help give my clients confidence and to make a difference in their lives. My clients' success is my success and I am honored to partner with my clients throughout their lives to plan for the future and create strategies and solutions for each need using an established process. If you are searching for a financial advisor that cares deeply about you, call me to experience face-to-face meetings and a lifelong partnership.

Focus areas

  • Divorce Finances
  • Socially Conscious Investing
  • Business Retirement Plans
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Photography
  • Cycling
  • Volunteering
  • Traveling
  • Sailing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More