As a seasoned Investment Advisor Representative and Financial Planner with nearly two decades of experience, I’ve been helping individuals navigate retirement planning since 2002. I specialize in working with a select group of pre-retirees and retirees, with a focus on growing their wealth while protecting what they've worked hard to build. Developing customized financial plans is deeply rewarding for me, especially when paired with the risk-managed investment strategies my team and I implement to support long-term financial success.

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As a Certified Fiduciary, I operate under a legal and ethical commitment to always act in my clients’ best interests. That responsibility is reflected in everything I do—from personalized portfolio design to maintaining transparent, client-focused communication. Whether meeting in person or virtually, I ensure every client understands their plan through clear explanations, tailored strategies, and ongoing education. My goal is to offer forward-thinking solutions—often ones previous advisors may have overlooked—to help clients make confident, informed decisions.

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Outside of work, I find joy in spending time with my husband, our four grown sons, and their families. I also enjoy antique collecting, gardening, decorating, and hosting family gatherings—all of which help me stay grounded and inspired.

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I offer complimentary consultations to explore whether our partnership would be a good fit. Your financial well-being is my highest priority, and I would be honored to help you plan for a secure and fulfilling future.

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Community Connections

• Bethel Assembly of God

• NAIFA