My passion is to help my clients achieve their financial goals and to be their partner together to support them through their milestones in life. I demonstrate my commitment and integrity to my clients by building trust, being engaged and exceeding their expectation of service, all while educating them to instill confidence.

Prior to joining Edward Jones, I was the Vice President of Finance with a national insurance company and spent nearly two decades in the financial services industry. I believe financial goals and planning are holistic and go far beyond a dollar amount. I provide personalized strategies for clients' goals that include retirement planning, college savings for families, businesses retirement plans, estate and legacy planning and wealth preservation.

I am an alumni of the University of Florida where I earned a Bachelor degree of Science in accounting and a minor in economics. I later achieved my Master's Degree in accounting and financial management at Keller Graduate School. I am blessed to have grown up in the beautiful community of Bradenton, FL, where I serve at Bayside Community Church and volunteer at the Women's Club of Bradenton and the IRS Tax Volunteer Program( VITA).

Outside the office, you can find me spending time with my husband, our two teenagers and our beloved Morkie. We are active with supporting our children's education, dance and baseball activities. In my free time, I enjoy running, biking, golf, music and watching the sunset.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Divorce Finances

My Personal Interests

  • Golfing
  • Music
  • Pets
  • Spending Time with Family
  • Community Outreach

Office Information

Office Address

6402 Cortez Rd W Bradenton, FL 34210

Office Hours

Office Hours
WeekdayAvailability
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 Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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