I come from a small town and a big, blue-collar family, and that background shaped my mission: to bring Wall Street to Main Street. I believe that financial wellness should be accessible and achievable for everyone — not just a privileged few. My passion lies in connecting with clients, understanding their goals, and walking alongside them to build a clear path forward.
I’ve spent more than 20 years in the financial services industry helping people feel confident and empowered on their financial journeys. With a finance degree and an MBA in international finance, I enjoy sharing my knowledge with clients to achieve their dreams.
Family is the heart of everything I do. I’m married to my college sweetheart, and we have three incredible boys who keep us on our toes and at the ballpark. Watching them play baseball is my favorite pastime. When we’re not at the field, you’ll find my husband working his magic at the grill while I whip up the side dishes. Together, we stay deeply involved in our church, school and sports communities.
Areas of Focus
- Retirement planning
- Women
- Divorce
- College savings
Education & Credentials
- BS in finance from Spring Hill College
- MBA in international finance from Kennesaw State University
Personal Interests
- Piano
- Baking
- Baseball
- College football
- Photography