My path to financial services was shaped by more than a decade spent in commercial underwriting with Travelers Insurance Company. Those years gave me a working knowledge of risk, documentation, and the kind of detail-oriented discipline that financial services demands. When the opportunity came to bring that foundation into a wealth management environment, I took it, and I have been building on it ever since.
Since joining Private Wealth in 2018, my work has centered on the operational side of the firm: compliance, licensing, continuing education, monthly reporting, and marketing. What keeps me engaged is the pace of this industry. There is always something new to understand, and I have always been someone who leans into that.
Beyond the day-to-day, I have a personal interest in the financial challenges that women face during divorce. It is a subject that intersects the professional and the deeply human in ways that matter to me.
A Jacksonville native, I hold a B.A. in Business Administration and Marketing from the University of North Florida. Outside of work, you will find me in the garden or at the sewing machine, two pursuits that reward patience and attention to detail in equal measure. My two grown daughters keep me grounded in what matters most.