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

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Investment Management
  • Insurance

Education

  • B.S. Florida State University
  • B.A. Florida State University

Community participation

  • Manatee Chamber of Commerce serving Bradenton, Anna Maria, Ellenton, Longboat Key

Interests

Lover of the outdoors, family and my community.

  • Equestrian
  • Fisherwoman
  • Scuba Diver
  • Snowboarder
  • Hiker

And of course, I am always routing for my favorite local sports teams. Go Rays, Buccaneers and the Tampa Bay Lightning!

My photos

1 albums
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