Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • CFS® Certified Fund Specialist

Community participation

  • Women's Ministry Director- Empowered women empower women. It's a blessing to empower and encourage women from all walks of life to live and love in their God-given purpose. When we pour into each other, the world can reap the benefits of the overflow.
  • Biblical Finance Instructor- I'm honored to volunteer monthly at a local women's transitional housing organization, where I prepare the residents to get back on their feet by teaching biblical concepts for financial stewardship.

Interests

  • Travel- The world is such a wondrous place... I want to see it all!
  • Photography- Got my first camera when I was 10 and I've been freezing moments in time ever since!
  • Stair Climbing Challenges- Competed in my first stair climb challenge in March 2012, climbing 50 flights to the top of the Bell Atlantic Tower (Philadelphia, PA) to raise awareness/funds for the American Lung Association. Since then, I have completed 5 of these vertical challenges and even came in 3rd place (Women, Overall), in Alexandria, VA! Looking forward to getting back on the stairs in 2024.