It’s the important things—our families, our values,
the impact we have on others—that connect us.
And although making sense of it all can be hard,
asking the right questions can make things clearer.

I deliver comprehensive wealth management and focus on these areas:
– Longevity planning, including retirement income and insurance
planning
– Wealth transfer strategies, including inheritance and business
succession planning
- Life transition planning for marriage, divorce or loss of a loved one

My professional achievements and education:

- CERTIFIED FINANCIAL PLANNER(TM)
-Accredited Wealth Management Advisor(SM)
- Series 7, 66 securities licenses
- Life, Health and Annuities Licenses
-BA Old Dominion University Norfolk VA, 2003

When I'm not at work I enjoy being active in the local arts community, performing with groups such as Push Comedy Theater and Core Theater Ensemble. I have served on the PTA board of my children's school and as the Membership Chair of the Financial Planning Association of Hampton Roads (2018).  I recently moved to the Larchmont neighborhood with my fiance and our 4 children and Bettie, our Border Collie. 

Registered States:
NC, SC, VA

"Never underestimate the impact that you may have on someone else's life."

It is the daily interactions we have with people in an unintentional manner that generally have the greatest impact on others. I strive to experience every moment with purpose and intent, to ensure every interaction is positive and meaningful. With over 21 years of administrative expertise and 8 years client services experience specialized in the insurance industry, I strive to provide you with the greatest, most positive impact on the decisions that are the most important to you and your family. 

In my spare time, I enjoy being active in and around my community. You can find me out and about in my neighborhood with my two energetic boys, enjoying walks with our spirited family golden retriever- Mia, or more recently cheering on my oldest son from the bleachers of the baseball diamond. I have served on the Parent Board of my children's school, volunteered with little league, and actively participate in several charities and serving opportuties throughout the year. 

Licenses: Life Heatlh and Annuities