President of the Board of Directors
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. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do. I began my Edward Jones career in 2013 as a financial advisor in Valrico. Prior to working at Edward Jones, I worked as a senior financial specialist at USAA for 12 years. I attended the University of Tampa and graduated in 1996 with a bachelor's degree in psychology. I later received my master's degree in business in 2010. I have lived in the Valrico area my entire life and attended Brandon High school. My husband and I are raising three children, two daughters, and our son. I have served the firm as Women's Inclusion specialist, secondary recruiting team member as well as legacy host. I am an active member of the community, serving as President for the Valrico/FishHawk chamber 2016/2017. I am also very involved in many other service-oriented groups in the community such as Kiwanis, E.C.H.O., Community Roundtable, and Brandon Service League. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.