Your Partner in Financial Services
There is only one uniquely authentic you, so your financial plan needs to be more than a cookie-cutter mathematical equation. That’s where I come in.
Financial planning and investment management is an ongoing process that involves crafting a plan, monitoring progress, and revising as needed. I start by understanding your wants, wishes, and concerns, and learning what financial freedom means to you. My role is to bring together the interrelated pieces of your financial life to provide valuable insight on your current situation and actionable steps to take toward future goals. These pieces include pre- and post-retirement planning, investment planning, legacy planning, longevity planning, risk management, income strategies, education planning, tax planning, transition planning, and more.
I respect that everyone has their own personal relationship with money and it’s not always easy to engage in financial matters. I strive to bring awareness and provide education in a no-pressure and judgement-free environment. It’s an honor to partner with you to celebrate milestones or to work through challenges.
A service that clients appreciate is my strong focus on tax planning. Having had a 15-year tax-related career before joining Raymond James, I understand how every financial decision can impact taxes and I’m eager to collaborate with your tax professional to optimize your tax outcomes.
Working with me means you have the depth of the MKS Wealth Advisors team at Raymond James working for you. I think you’ll agree that the integrity, service-first culture, and collective knowledge of the team sets us apart.
I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.
Where You May See Me Around Town
Shopping at the Farmer’s Market, photographing flowers or sunsets, enjoying pizza at Hops, riding my bicycle, browsing antique stores, or walking my dog.
My Colleagues Describe Me As
Responsive, Analytical, Thoughtful, and Knowledgeable
Licenses, Designations, and Memberships
Background and Education
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.