My journey as a financial professional began in 2007, helping school teachers with their retirement accounts. In 2009, I passed my securities exam and partnered with GWN Securities as my broker-dealer. I hold both securities and life, health, and variable annuity licenses. My passion lies in helping people plan for their financial future while developing long-term relationships. I believe that everyone deserves quality guidance in their pursuit of financial freedom, no matter where they start.
Independent
One of the things I love most about my work is that I am an independent financial professional. This independence allows me to offer solutions without quotas, using a wide array of products tailored to meet each client's unique needs. Everyone is different, and learning how to adjust my approach to match my clients' personalities makes every day different and exciting.
Comprehensive Support
I have many resources behind me, from back-office support through my broker-dealer to internal representatives with investment management companies and Visionary Insurance Architects for your insurance needs. I am committed to working for you to find appropriate solutions, working towards a financial strategy that is robust and resilient.
Sarasota Roots
I grew up in Sarasota, FL, and after college, I moved to Denver, CO, for 10 years. It was there that I met my husband, Kurtis, and we started our family. We have since relocated back to Sarasota, where I love spending time with my family, going to my girls' soccer games, enjoying outdoor adventures, and exploring new places. Whenever we visit Colorado, I make sure to indulge in some of my favorite hobbies—hiking, mountain biking, or snowboarding.
My Family
Kurtis is a wonderful husband and father to our three little girls: Reagan, Saige, and Alex. Our girls are sweet and kind, and the two older ones are incredibly helpful with their little sister. They love playing soccer, and I enjoy working with them on their skills and getting exercise in the process. My career has given me the flexibility to be there for my girls, and I work hard to provide a good life for our family.
Active Lifestyle and Hobbies
I love exploring new places and playing sports. I grew up playing soccer and still play in an adult league with my husband. One of my favorite activities is playing soccer with my two older daughters, who are now in a competitive league. I initially moved to Colorado because I fell in love with the mountains and wanted to learn how to snowboard. Ironically, that's where I met Kurtis, on the slopes in Vail. While I miss the mountains and activities like snowboarding, mountain biking, and hiking, I don't miss living in the snow! Being physically active is a passion of mine, whether it's playing frisbee on the beach with my kids or discovering new trails on my mountain bike.
Faith and Community
My faith is my foundation and the most important thing in my life. I attend Grace Community Church in Lakewood Ranch, and it gives me a sense of purpose and direction. With three young kids and a business I am trying to grow since moving back to Sarasota, I don't have a lot of time for much else. However, I hope to expand my community involvement in the future.