As a CERTIFIED FINANCIAL PLANNER™, I have the privilege of helping clients accomplish their financial goals. I have always enjoyed solving puzzles. Each client has a unique set of dreams and concerns and I recognize how fortunate I am to be trusted with them. My role is to educate clients on the options for meeting their needs and explain the implications of their choices. In an increasingly complex financial world, I strive to bring clarity. It brings me great joy to help develop a plan and see it through to fruition.
Prior to joining Private Wealth Management at Heathrow in 2012, I was a Financial Advisor for an Independent Investment Advisor with TD Ameritrade. I graduated from the University of Miami with a Bachelor of Business Administration, General Honors in Finance in 2010 and joined the financial services industry later that year. I hold Series 24, 7 and 66 licenses along with Florida Life, Health, and Variable Annuity License (2-15).
On Saturdays during the fall, you’ll find me watching (sometimes cringing over) Hurricane football. When it’s not college football season, I try my best to emulate celebrity chef, Ina Garten, and revel in creating timed spreadsheets for holiday dinners (yes, really). I was born and raised in central Florida where I married my high school sweetheart, Brian, who’s never met a person or animal he can’t befriend. We live in DeBary with the furry, red wheaten, spoiled love of our lives: our Rhodesian Ridgeback, Savannah.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Private Wealth Management at Heathrow is not a registered broker/dealer and is independent of Raymond James Financial Services.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner ™ and federally registered in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.