About Us

I grew up in DeLand from the age of 7, and I proudly graduated from DeLand High in 1985 and continued my journey at UF and earning my Bachelor’s degree in 1990 from UCF.

I call DeLand home with my wonderful husband, and we are HUGE UF and UCF football fans—game days are always an exciting affair! Family is everything, and I couldn’t be prouder of my two amazing daughters! Kelsey, is a Doctor of Physical Therapy at Wolfson Pediatrics in Jacksonville, making a difference in children’s lives, and Sydney owns her own ETSY business –SydneyRayShop while pursuing a degree in Marketing at FAU in Boca Raton, getting ready to take on the world!

With years of experience holding my 215 Insurance License, in the last few years, I obtained my Series 7 and Series 66 Securities Licenses. My love for our clients lies in helping them simplify complex financial matters, ensuring they feel confident and secure in their financial journey.

Every day, I strive to make a meaningful impact—because financial security shouldn’t be complicated, it should be empowering!