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
WeekdayAvailability
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

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