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I provide personalized investment strategies to help clients achieve their financial goals with clarity and confidence. Whether planning for retirement, saving for education, or preserving wealth, I work closely with each client to develop tailored solutions based on their unique needs. I began my career as a Client Associate with Wells Fargo Advisors and hold a bachelor’s degree in Business Administration from the College of Central Florida. I maintain my Series 7, 63, and 65 registrations, along with my Florida Life, Health, and Variable Annuities License. I am committed to delivering advice with integrity, honesty, and a client-first approach.
Outside of work, I enjoy spending time outdoors with my husband, and our two sons.
CA Insurance License Number: 4545431. Resident State [FL]
eMoney Advisor®
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Investment expertise and advice in an effort to help clients succeed financially
