I firmly believe that everyone has a unique financial situation, which is why you deserve personalized and realistic financial guidance. I'm here to provide that for you.
My journey in finance began with roles in marketing and retail buying, which laid the foundation for my work as a financial advisor. I've spent years gathering the knowledge and expertise necessary to serve you best, earning my General Securities Representative (Series 7) registration through LPL Financial, and Uniform Combined State Law (Series 66) through both LPL Financial and Flagship Harbor Advisors. I also hold a Life, Accident, and Health Insurance license.
I take pride in being an advocate for my clients, offering support and guidance to navigate the unexpected. I use deep listening to understand your real, sometimes hidden, financial concerns and ensure that these insights drive effective action on your behalf.
I like to see myself as a “Doctor of Finance”, diagnosing and treating the unique financial challenges you face. Each client has their own story, their own path that led them to where they are now. My passion is to understand these narratives and provide tailored financial solutions.
My commitment to you extends beyond offering financial advice. I continually educate, provide clarity, and act with the utmost integrity. I'm proud to earn your trust and friendship through professionalism, dedication, skill, and competence.
Beyond my professional life, I'm actively involved in my local church and community in Plymouth, where I live with my husband Mark, and our daughter Michaela. When I'm not helping clients protect and grow their wealth, I cherish spending time outdoors, especially at the beach, with my family, friends, and my pug, Mallory.