“Do not be too moral. You may cheat yourself out of much life so. Aim above morality. Be not simply good, be good for something.”
- Henry David Thoreau


Educational background: Studied 2 years at The University of Denver which included spending a semester abroad in Thailand - then studied 2 years at Florida State University.

Work background: Founded and built my ecommerce and social media marketing firm. Sold that firm to join our family financial advising practice in 2019.

Financial services career: Began as a Client Associate and earned my securities registrations and licenses including passing the Securities Industry Essentials exam, earning my Series 7, Series 66, Series 24 securities licenses as well as my life, health and annuity insurance licenses. Now as a Managing Partner at the practice working alongside my father.

Recreation: I love surfing, weightlifting, rehabbing antiques, art (working on improving my ability to make it myself!), interior design, and gardening. My boyfriend and I spend lots of time with our son Wyeth, two dogs, cat, and other family and friends. We hope to enjoy more children in our future.

I was born and raised in Fort Lauderdale, FL and purchased my first home in Port Saint Lucie, FL in 2018. We’ve shared office management and time between these locations since 2021 when we opened the Stuart, FL office.