2023 marks my 24th year as a licensed financial professional. I am truly grateful to be a part of so many lives and to help them achieve their financial goals, and in a career that I love. I have guided folks not only through life events but many different emotional market environments and investment decisions.

It's my priority to learn more about your priorities and I believe it is important to develop personal relationships with you. It is truly about listening and understanding needs throughout all the chapters of your life, through job changes, marriage, births and deaths. It is never too early or late in life to work toward gaining control of your financial future.

Giving back is another passion of mine. Someone did it for me, so paying it forward is a must in my journey. I have served in a variety of volunteer roles in the past. I am very active at my church and involved in several ministries, including president of our women’s group where we raise funds for our church missions, local charities and student scholarships.

In addition to my AAMS™ designation, I hold my Series 7, 63, 65, 24, 53 and insurance, life and health licenses. I am constantly learning and expanding my knowledge to keep current in today’s increasingly complex financial environment.

Of all my accomplishments, I'm most proud of my role as wife and mother to my wonderful husband, Jay (37 years and counting), and our three children, Clint, Natalie and Jacob. We all love quality time together, good food, the outdoors and our dogs!

Feel free to give my office a call with any questions or to set an appointment. I look forward to meeting you soon!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • New Investors
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Camping
  • Sailing
  • Volunteering
  • Music
  • Reading

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 - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing
Email Me

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