Financial & Investment Services
Wealth Management | Retirement & College Savings | Stocks, Bonds & Mutual Funds | Business Owners | Insurance & Annuities | Cash & Credit
Experience and Background:
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. All of this leads to a relationship and partnership focused on your success and becomes second to none in your financial world!
I graduated from Shepherd University with a bachelor's degree in business administration with a concentration in small business entrepreneurship and this has fueled much of my career, as I have been in the financial industry supporting business owners and their families' needs since 2012.
I am originally from WV, and will always be a Mountaineer at heart, but moved my family to Tampa in 2017 and we couldn't be happier! I am married to a wonderful man named Michael and we have our son, Landon, who attends Trinity School for Children in West Tampa and does jujitsu at Gracie PAC. Some of our favorite things to do as a family are fish, play sports and watch movies. We also enjoy trips to Disney and exploring as many new beaches as we can!
I am active in our community as a volunteer for Blanket Tampa Bay and MGM Charity Partners. I also participate in numerous local networking organizations such as; Tampa Housewives, RGA Network, MGM, LinkedIn Local and the Ybor Chamber.