Envisioning retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, annuities, equities, mutual funds and insurance. I can help you develop a strategy for working toward your retirement goals. I have a passion for educating and partnering with investors to realize their goals in a manner that makes them feel comfortable and confident.

I delight in helping others set goals and gain a sense of control over their future. I believe in the power of a family to achieve their dreams when they lean into them. I enjoy teaching others about ways to save, invest and how proactive planning can change the trajectory of their family legacy.

I serve businesses and neighbors in and around The Villages, FL. Originally from Sarasota, FL, I moved to Yalaha, just outside The Villages in 2008. I live with my husband, Matt, a local attorney, and my two children, Kenzy and Ben. Kenzy loves dance and gymnastics and Ben loves animals and getting into trouble.

I serve Edward Jones in a variety of roles, including training and coaching new financial advisors and working on firm inclusion and diversity initiatives. Giving back to my firm allows me to stay sharp on new products, training and market trends.

My branch office administrator, Sheryl, has 13 years of experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general. Sheryl is an avid golfer and lives in The Villages with her husband, Jimmy.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

Focus areas

  • Charitable Giving
  • Portfolio Reviews
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Business Retirement Plans

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 12:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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