I am incredibly blessed to be able to work with my clients and help them maximize their experiences. My clients enjoy traveling, sporting activities and their families. We attempt to achieve their success through planning and executing their financial plan by using Raymond James' top research and planning tools.
A little about myself. For as long as I can remember, I have enjoyed working with numbers. My education started at CF here in Ocala where I served on the Student Government. I continued my education at Saint Leo College where I earned my bachelor's degree in Business Administration. I started working in the Financial Services Industry in 1994 and have worked with the same company since 2003 (through all three name changes). I have also attained my CERTIFIED FINANCIAL PLANNER™ or CFP® certification. I am incredibly blessed with a team that I consider family.
I am proud to be not only a native Floridian but also a native Ocala girl. I am currently a member of Ocala Business Leaders, where I serve on the Board and I serve on the Central Florida College Foundation Board where I am past Chair. I also partner with Hope Church and facilitate an adult "Hope Life Group". My husband of 29 years and I have three daughters; Ashley, Arin and Abby and in our free time we enjoy traveling, numerous outdoor activities, hosting dinner parties and volunteering with local organizations.
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.