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
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Family Finances
  • Saving for Education

Education

  • B.B.A., Finance, James Madison University, Harrisonburg, VA

Interests

· I enjoy anything related to enjoying good food – whether it be cooking, trying local restaurants, or watching my favorite cooking shows on T.V.

· Although I would love to make a return trip to Italy in the future and visit additional countries in Europe, my biggest priority when planning long vacations is visiting Spain to spend time with my husband's family.

My photos

1 albums
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