How has your own financial journey shaped the advice you give?

I've been an Army officer, a stay-at-home mother of four, a small business owner, and a late-in-life career changer. The discipline, resourcefulness, and resilience those roles demanded are exactly the qualities that make for sound financial planning. My resolve to make smart financial decisions, and my desire to help others do the same, were instilled in me as the child of a young widow with limited resources. That experience sparked a particular commitment to working with women navigating major life transitions, and an equal passion for helping young investors build a strong financial foundation. 

Why did you pursue the CFP® designation?

I’ve always been a lifelong learner, and pursuing the CFP designation was a natural extension of that mindset. I was particularly drawn to the CFP’s emphasis on the whole picture, understanding how every piece of a person’s financial life connects to create a truly comprehensive plan. Maintaining the CFP also requires ongoing continuing education, keeping me current on the latest trends, regulatory changes, and evolving strategies. Life rarely unfolds as expected, and I want my clients to feel prepared and supported through every twist and turn.

Outside of work, how do you spend your time?

Outside of the office, my family is at the center of everything I do. My husband, children, and two grandchildren keep life full and meaningful. I also love to travel, and currently my trips revolve around visits to Wiesbaden, Germany, where my oldest son and grandchildren call home. Closer to home, I love exploring the Richmond restaurant and live music scene.

Education and credentials

• Bachelor of Science degree in Business from Indiana University of Pennsylvania
• CERTIFIED FINANCIAL PLANNER® (CFP®)
• Accredited Asset Management Specialist (AAMS®)
• Associate Planning Professional (APP)