Like most of my clients, family is very important to me. My husband, Wes, and I have three wonderful children: big brother Jackson, and twins, James and Liliana.
As a financial advisor, I'm able to apply years of analytical and strategic guidance, communication and leadership skills toward helping individuals, families and business owners pursue their goals. I earned the Chartered Retirement Planning Counselor (CRPC®) designation in 2021. I'm committed to staying apprised of the latest information and tools to help my clients strive for their goals.
My clients encompass a wide variety of demographics and personalities, including retirees, working professional families and business owners. They live in many states across the country, as well as locally in Southwest Florida. As a client, you can expect honesty, integrity, knowledge and compassion from me. I truly care about the people with whom I work and strive to understand what is important to them.
In 2015, I lost my mom to Alzheimer's disease. The silver lining of experiencing this and other tragedies is that I can relate to clients who are going through similar losses. Wes and I have been involved with the Alzheimer's Association since 2010 and I served as the team retention lead for 2018/19. Volunteering my time and being involved in the community has always been important to me.
If you're not sure that you're receiving dedicated and focused service from your current advisor, call us to schedule a time to talk.