Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Christian Financial Strategies
  • Women's Financial Strategies

Qualifications

  • Series 7
  • Series 66
  • Florida 2-15 Life, Health and Variable Annuities Agent

Education

  • Associate in Arts - Indian River State College

Awards & recognition

  • Darress Advisory Group, Ameriprise Client Experience Award, 2022

Interests

  • Cycling, Hiking, and Outdoor Activities
  • Traveling with family
  • Supporting Youth Development Programs, Local Ministries, and Community Projects
  • Engaging in Humanitarian and Philanthropic Projects