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
2
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
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Christian Financial Strategies

Interests

  • In my free time, I enjoy crocheting, snuggling with my dog, and reading. You can often find me with a craft in hand or delving into a new book!
  • I love to sing and the great world of Theatre is something I have always been passionate about - I acted, designed and managed shows in college. I still do some acting/dialect coaching now when I am able.
  • In the warmer months, I love to spend time outside hiking or camping on the weekend! My dog, Percy, and I love to take long walks together.