When I was about 10 years old, it was my dream to own a horse. I asked for a horse for every birthday and Christmas like many young girls do. I decided to take matters into my own hands and get a paper route to work toward my dream of owning a horse. I worked and saved my earnings for about two years (I wish I knew about the power of compound interest). I went to my parents with a plan of where I could keep my future horse and how I could work to help pay for ongoing expenses. My parents supported my plan and I saw my dream fulfilled. I have had many experiences similar to this one, so I feel it is important to have a strategy toward a goal as well as a support system to see those dreams to fruition.

I am passionate about serving my community by providing financial education, a solid strategy and a system for financial success. It all starts with getting to know your desires, dreams and goals then turning that into a personalized approach for investing. We partner together to stay on track through many obstacles of life.

I focus on helping professionals and business owners. I have a deep respect for those who work hard and give back. I have met wonderful professionals so involved with helping others that they often didn't take time for themselves. I understand the challenges of building a career and am committed to helping the burden seem a little lighter. I help simplify investing and educate in terms that are easier to understand.

My wonderful hubby, Brooks, is hardworking and supportive. We have lots of pets for children. We have a horse named Chance, three dogs named Asher, Riley and Kenzie, and two cats named Rossie and CC. I enjoy spending time with my family, friends and pets. I love to stay active, ride horses, hike, play games, read and travel.

I strive to be a light in the world and positively impact others. I hope to empower others to dream again but also to create a strategy to reach the goals most important to them.

Focus areas

  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Socially Conscious Investing
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Horseback Riding
  • Pets
  • Traveling
  • Hiking

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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