I am honored to be part of the team at Financial Cornerstone Group and bring a wealth of experience in the fields of accounting, insurance, and education. I am proud that my work allows our clients to live happier, more carefree lives knowing that they have advisors that they can trust.
Whether your concerns are with understanding finances, protecting your family, leaving a legacy, social security, or income planning for retirement, I skillfully guide my clients to find the right path for their individual situation. After thorough research and analysis, I develop a financial strategy that gives the client confidence in their future. We continuously monitor these plans to ensure they match the client’s ongoing needs and circumstances. I treat each and every client with respect and concern. My true passion is helping couples and individuals with their goals and dreams for retirement. I am also proud of my work with single women—those who are widowed or divorced who need to plan for themselves and their families.
I hold a Bachelor’s degree in Business Administration with a major in Economics from Rollins College. A resident of Brevard County for over 35 years, I am actively involved with many volunteer, social, and professional organizations, including the Chambers of Commerce, business networking groups, and church groups. In my free time, I enjoy traveling and exploring new places and cultures. At home, I love watching the birds, manatees, and dolphins on the Creek and spending time in nature either hiking or canoeing.
Please call me for a free, no-obligation review of your financial situation, investments, or policies. I am determined to find the right solution for you!