PROFESSIONAL EXPERIENCE
I began my career in the financial services industry in 2016, working in 401k services at Paychex, where I built a strong foundation in retirement plans and gained firsthand experience helping individuals and business owners navigate employer-sponsored benefits.
Throughout my career, I’ve been fortunate to learn from experienced professionals who emphasized the importance of building trust, listening first, and always acting in the client’s best interest. That guidance has shaped how I approach relationships today. I understand each client has their own unique situation, and I strive to understand it before making any recommendations. I became a financial professional because I genuinely enjoy helping people make sense of something that often feels overwhelming. Many people know that they should be doing more with their finances, but they’re unsure where to start or how to make confident decisions and determine income strategies. I enjoy simplifying that process and helping clients feel more in control.
ABOUT ME
Outside of my professional life, my most rewarding and sometimes most challenging role is being a mother. After going through a divorce and later building a life with my partner, David, I now have not only a daughter and a son, but two beautiful stepdaughters who have been in my life for many years. That journey has given me a real appreciation for how life changes can impact both family and finances.
In my free time, I enjoy spending time outdoors with my family. I love camping, gardening, and canning. I also enjoy more creative hobbies like crocheting. When I get the chance, you’ll usually find me at a live music event - especially if it’s country music.
Professional Qualifications
- FINRA Series 7 and 66 registrations
Specialty Services
- Company-sponsored retirement plans
- Individual retirement plans
- Financial Planning