About Us

I’ve spent the last 18 years immersed in the financial services industry, driven by my unwavering passion to empower clients to achieve their financial and retirement aspirations. My journey intertwines with the roles of being a devoted mom and stepmom, which constantly remind me of the importance of stability and security for loved ones.

Beyond the boardrooms and balance sheets, I’ve found fulfillment in community engagement, serving as the past president of the Rotary Club of DeLand and an active member of the DeLand Elks. These experiences have deepened my understanding of the diverse needs within our community and reinforced my commitment to making a meaningful impact. When I’m not crunching numbers or attending meetings, you’ll likely find me exploring the great outdoors through kayaking and camping or simply unwinding with music and quality time with family. These moments of serenity ground me and provide perspective amidst life’s hustle and bustle.

My journey hasn’t been without its share of challenges. Witnessing my entrepreneur parents navigate financial hardships instilled in me a profound empathy and determination to guide others toward financial stability. Their resilience fuels my drive to ensure that families, business owners, and executives have the Clarity and Confidence for Life® to pursue their dreams.

Looking ahead, my vision is clear: to continue empowering individuals and businesses alike, helping them navigate the complexities of finance with certainty and assurance. With a steadfast commitment to fostering lasting relationships built on trust and expertise, I aspire to be a catalyst for transformation, guiding others towards a future of prosperity and fulfillment.