Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Education

  • East Tennessee State University 1989: bachelors in business administration

Community participation

  • Salvation Army Bell Ringing
  • Member, Kiwanis Club of Greater West Knox Tennessee

Interests

I am passionate about family adventures with my husband, two daughters, Kyndal and Keely, and our black labrador, Murphy! Whether it's exploring mountains or embarking on a weekend trip with friends, every moment spent outdoors is cherished. My family and I also enjoy weekend road trips to discover new places and create lasting memories.

My photos

1 albums
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