As a Financial Advisor at Premier Private Wealth Management, I provide comprehensive wealth management services with a focus on long-term financial strategy, estate planning coordination, and multi-generational wealth preservation. As a fiduciary, I am committed to acting in my clients’ best interests, delivering thoughtful, objective guidance tailored to each client’s unique goals and circumstances.
Prior to stepping into my current advisory role, I spent six years as a Client Relationship Manager at the firm, where I specialized in estate processing, account management, and client retention. This experience gives me a well-rounded perspective and allows me to serve clients with both strategic insight and operational expertise.
My background in financial services also includes experience with Franklin Templeton, where I developed a strong foundation in investment operations and client service. I hold the Financial Paraplanner Qualified Professional® (FPQP®) designation and maintain both my Series 65 and FINRA Series 99 licenses.
Before my career in finance, I proudly served 20 years in the United States Navy, both on active duty and as a reservist, ultimately retiring from service. My military career instilled in me a deep sense of discipline, integrity, and commitment—values that continue to guide how I serve my clients and build lasting, trusted relationships.
I earned my Bachelor of Arts in Business from Keiser University and am passionate about helping individuals and families achieve financial clarity and confidence. I take pride in building meaningful, long-term relationships and supporting clients through important financial milestones, with a focus on creating lasting, generational impact.
A native of Safety Harbor, Florida, I live in Tarpon Springs with my husband and our two daughters. Outside of work, our family is actively involved in running a local youth cheerleading program, where we help young athletes build confidence, discipline, and a love for teamwork while giving back to our community.