That’s what drew me to this profession and what continues to inspire me every day. I chose Edward Jones because its values align with my own: building meaningful relationships, serving others and putting clients first. My interest in personal finance began at the University of Central Florida, where one class completely changed the way I viewed money. Learning how everyday financial decisions, from paying off a mortgage early to understanding compound interest, could have such a significant impact on someone’s future sparked a passion that has only grown stronger over the years. That passion ultimately led me to earn my CERTIFIED FINANCIAL PLANNER® certification. Today, I work with individuals, families and business owners to help bring clarity and confidence to their financial lives. I believe the best financial advice starts with listening, which is why I strive to create an environment where clients feel comfortable asking questions, learning and making informed decisions without feeling overwhelmed. I also collaborate with trusted professionals, including CPAs and estate planning attorneys, to help ensure every aspect of a client’s financial picture works together. One of the most rewarding parts of my career is helping people understand their finances. Whether we’re planning for retirement, preparing for life’s unexpected turns or building long-term wealth, my goal is to simplify complex topics and help clients feel confident about the road ahead. Outside the office, you’ll usually find me spending time with my husband, Ian, exploring new places, enjoying a great cup of coffee or trying to improve my golf game. I also enjoy serving my community through volunteer opportunities with Edward Jones and my church. Financial planning isn’t just about preparing for retirement. It’s about making thoughtful decisions throughout every stage of life. Whether you’re navigating a career change, preparing for retirement, growing your family, selling a business or simply wondering if you’re on the right track, I’d love the opportunity to help. If you’d like to start the conversation, please call my office at 407-878-1354. Together, we can build a strategy designed around what matters most to you.
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