My specialty is working with high-net-worth individuals and families.
Over time, I have turned my focus toward helping women grow their wealth and empowering them to reach their goals and gain confidence in their financial life.
Times of transition can be particularly stressful, and my passion has become using my financial acumen to help guide women that are in a season of change whether it is a divorce, death of a loved one, retirement, or the sale of a business.
I pride myself on partnering closely with them through these tough challenges to develop a plan, face their fears and inspire confidence in managing their finances for their next chapter.
I’ve been in wealth management for 23 years. Born and raised in St. Louis, Missouri, I graduated from the University of Missouri with a degree in Finance. I stayed in Missouri for the next 17 years learning all aspects of the financial industry and developing my business with Merrill Lynch, A.G. Edwards and Stifel Nicolaus. In 2005, I earned my Certified Financial Planner™ (CFP®) designation which holds me to the highest standard in the financial planning industry.
In 2017, I made the move to Naples, FL after several trips to meet with clients. I fell in love with Florida and decided this is where I wanted to spend the next chapter of my life. I joined Naples Wealth Planning and the Schwab platform to give me the independence to offer advice and investments based on my client’s needs.
When I’m not working, you can most definitely find me on the tennis courts, in a yoga class, or just outside enjoying this Florida sunshine!