I work to help individuals and families committed to their retirements overcome complexity, live comfortably, and create meaningful legacies with actionable, trustworthy strategies. I graduated Christopher Newport University where I majored in Fine Arts and minored in Leadership Studies. I hold the CERTIFIED FINANCIAL PLANNER™* and Accredited Asset Management Specialist™** all part of my quest to
deeply serve investors, business owners, blended families, and those who have lost a loved one. We enjoy spending time with our two dogs, Bingo and Kratos, and our two cats, Dapple and Corona. Camping, practicing yoga, and spending time outdoors keeps me connected and focused in health and life. I have a true passion for working with families to achieve what is truly most important to them taking a vested interest in getting them past their aspirations and into putting their plans into action. I am honored to treat my clients like members of my family.
* The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
** The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
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