What inspires me
My greatest joy is seeing my clients, team members, and loved ones gain the confidence they need to pursue their ambition. If I can help with that, well, that makes this the best job ever.
How I impact my clients
As CEO, I’m all about preparing for what lies ahead. Our clients count on us to take care of their investments, to explain things with honesty and clarity, and to help them make informed decisions about their financial futures.
On the weekends
I live in Lake City with my husband, Jim, and Linus, our frisky Jackador (a Jack Russell/Lab mix) puppy. On weekends you can find me hiking, biking, skiing, or Brazilian samba dancing. I’m also active in leadership positions with several nonprofits focused on youth and education.