I believe financial planning is about much more than money. It’s about family, peace of mind, and creating a future you can feel good about. As a mom of three sons, I understand firsthand the challenges of balancing family, career, and financial responsibilities. I've learned that life doesn't always follow the plan we imagined, and having someone you trust to help navigate those changes can make all the difference.
I bring decades of financial experience to my clients, including a background in accounting, corporate finance, and business ownership. I'm a Certified Public Accountant and Behavioral Financial Advisor™, and I earned my accounting degree from Florida State University. After taking time away from my career to raise my boys, I discovered a passion for financial planning. In 2011, I started my own practice because I wanted to use my experience to make a meaningful difference in people's lives.
My approach is simple: I listen, I care, and I believe you deserve to understand your financial choices. I enjoy helping people work through life's challenges, make informed decisions, and feel more confident about their future. Every client's story is different, and your financial plan should reflect what matters most to you.
Giving back has always been important to me. I've served on the advisory board of Haven House, an organization supporting victims of domestic violence, and spent five years leading a church group for single moms. Outside the office, I love traveling, dancing, and spending time with friends, family, and my three sons.