Senior Financial Advisor
For more than 25 years, I have been honored to serve my clients and help them create and preserve wealth. Integrity is the guiding principle in my practice, as I put my clients’ needs and trust above all else. I am a strong believer in creating long-term relationships on a personal level with a full understanding of a client’s goals. Using a thorough discovery process, I create a customized plan and examine goals for retirement, education, leaving behind a legacy for loved ones and philanthropic goals. My passion is to provide my clients with confidence knowing they have a plan in place designed to help them enjoy the wealth they have worked so hard for.
I earned a Bachelor of Science in Finance at the University of Florida in 1998. While in college, I interned for Merrill Lynch and was hired as a Financial Advisor at Merrill upon graduating. I have worked at Wells Fargo Advisors and its predecessor, Wachovia Securities since 2003.
I grew up in a small town not far from Gainesville and have lived in Gainesville since 1998. I have two grown daughters, Taylor and Lindsay. I enjoy spending time with her girls as often as possible and we take annual trips to the beach and the mountains. As a recent empty nester, I plan to expand my travel to more international destinations in the future. I’m also excited to have more time for volunteer work with charities, including the Child Advocacy Center where I serve on the Board of Directors.