My financial advisory ethos is rooted in a blend of global insights and personal resilience. With a background that spans the globe due to my military family roots, I have cultivated a deep understanding of diverse life experiences, particularly the importance of financial guidance. My initiation into the financial world began in 2003, where I ascended from a sales assistant to a Financial Advisor, thanks to my drive and the mentorship of seasoned professionals who recognized my potential.

My dedication is not just to wealth management but to instilling a sense of financial independence in my clients, drawing from my own early experiences of financial uncertainty. Throughout my career, I have had the singular focus of delivering individualized advice to clients through personalized service and an engaging planning process. I graduated from the University of Florida with Dual Degrees in Business (with a Specialization in Classics) and Criminology and hold the CERTIFIED FINANCIAL PLANNER™ designation.

I was named Volunteer of the Year, Hampton Roads (2022) and sit on the board for the Hampton Roads Soccer Council. I am a passionate volunteer for Safe House Project, an organization working to support safe houses that offer refuge and recovery for survivors of sex trafficking.

Residing in Virginia Beach with my husband Joe and our daughter Ava Jillian, we enjoy time on the beach and exploring the great outdoors. Along with cheering on my beloved Gators, I am the acting Treasurer for the Southeastern Virginia Women’s Soccer Association and hope to pass down my love of soccer to my daughter. My professional journey and personal mission converge on empowering clients towards financial independence.

Education and Credentials:

• University of Florida: Dual Degrees in Business (with a Specialization in Classics) and Criminology
• CERTIFIED FINANCIAL PLANNER® (CFP^®)
• Volunteer of the Year, Hampton Roads (2022)
• CA Insurance License #0I92951

Personal Life and Interests:

• Married with one daughter.
• Strives for work/life balance while planning to grow the practice and mentor the next generation of advisors
• Enjoys soccer, strongwoman competitions, hiking, and beach outings