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

My path to financial planning was anything but linear — I’ve been an Army officer, a stay-at-home mother of four, a small business owner, and a late-in-life career changer, and each chapter taught me something invaluable about money. Growing up as the child of a young widow with limited resources instilled in me a deep resolve to make smart financial decisions and a genuine desire to help others do the same. That experience sparked a particular commitment to working with women, especially those navigating major life transitions or suddenly finding themselves managing their financial future alone. I’m also passionate about connecting with the next generation of young investors and professionals, and there is nothing more rewarding than helping someone early in their journey 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. What drew me most to the certification was its emphasis on the whole picture — understanding how every piece of a person’s financial life connects to create a truly comprehensive plan. I also value that maintaining the CFP® 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, and much of my travel revolves 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™
• Accredited Asset Management Specialist (AAMS ®)
• Associate Planning Professional (APP)