I love helping my clients responsibly manage their hard-earned money. I take my role very seriously. I regularly read publications and meet with leading industry financial managers to discuss market trends and expectations. I can then use this information to create robust portfolios and guide my clients in the decisions they make. My goal is to help my clients meet their financial needs and goals with the least risk possible.
One of my greatest claims to fame is having been quoted in Investment News Magazine and featured in NFP Advisor Focus Magazine. In addition, I have spoken at National conventions for SEI Investments, Academy of Preferred Financial Advisors and NFP (Kestra).
I earned a BA in Psychology from Flagler College. I have since enjoyed serving the school in various capacities, most recently as a member of the Board of Trustees. I also received my AAMS(Accredited Asset Management Specialist) Certification from the College for financial Planning.