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I grew up in Roanoke and returned to the area after graduating from the University of Virginia in 2003. I began working in the financial planning industry in 2004, and I am now a licensed paraplanner. Outside of the office, I enjoy Zumba, crosswords, walking my dogs, and spending time with my husband, two children, two stepchildren, and our first grandbaby!
Let's meet to discuss what's most important to you.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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