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 investment plan. As a Wells Fargo Advisors Financial Advisor, I can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.

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. I have also attained my CERTIFIED FINANCIAL PLANNER® certification. I am incredibly blessed with a team that I consider family. Conrad & Clark Wealth Management Group of Wells Fargo Advisors was recently awarded the honor of being named one of Forbes Best-In-State Wealth Management Teams in 2024, 2025 and 2026.  

I am proud to be not only a native Floridian but also a native Ocala girl. I serve on the Central Florida College Foundation Board. I also partner with Hope Church and facilitate an adult "Hope Life Group". My husband of 35 years and I have three daughters, and five grandchildren. In our free time we enjoy traveling, numerous outdoor activities, hosting dinner parties and volunteering with local organizations.

CA Insurance License Number #4441218, SD Insurance License #3695442, Resident State: FL

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.


2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

I’m a dedicated financial advisor with years of experience helping individuals and families achieve their financial goals. As a proud Florida native and third generation Ocalan, I understand the unique needs of our local community, and I’m committed to providing personalized financial guidance that makes a real difference.

Before transitioning into finance, I spent several years in law enforcement, where I developed a strong sense of discipline, integrity, and a genuine desire to serve others. These experiences have shaped the way I approach financial planning, always putting my clients’ best interests first and providing clear, actionable advice. I hold a bachelor’s degree from the University of Florida. I have obtained the Florida Life, Health, and Variable Annuities licenses, and hold the FINRA Series 7 and 66 securities registrations. I also attained my Accredited Asset Management Specialist℠ designation. Recently Conrad & Clark Wealth Management Group of Wells Fargo Advisors had the honor of being named as one of Forbes Best-in-State Wealth Management Teams in 2024, 2025 and 2026.


I’m a proud husband and father of four children. Faith & family is at the heart of everything I do, both personally and professionally. I believe in building long-term strategies that not only help secure your future but also support the people and causes that matter most to you.
 
When I’m not working, you’ll find me spending time with my family, staying active outdoors on the water, or cheering on the Florida Gators. My goal is to help you build a strong financial foundation that will empower you to live the life you envision, today and in the future.
 

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.



 


2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

CA Insurance License Number: 4441203. Resident State FL

I have had the privilege of working with the same team for many years and consider myself truly fortunate to be part of such a dedicated group. Our team is deeply committed to the success of our clients, with a focus on understanding and supporting what success means to each individual. I genuinely enjoy my work and all that it entails, and I look forward to coming in each day. As a Senior Registered Client Associate, my role encompasses managing a wide range of projects throughout the year, supporting marketing efforts, and providing exceptional client service. I take pride in my attention to detail and find great satisfaction in the precision and organization required in my work. Outside of the office, my husband and I have been married since 2002, and we are blessed with four children. We are active members of Trinity Baptist Church, where I have the privilege of teaching Bible study to high school girls on Sundays and middle school girls during youth group on Wednesdays. As a family, we enjoy exploring new destinations when we travel and spending time outdoors together.