Fee-Based Wealth Advisor Providing a Holistic, Protection-First Approach to Intentional Wealth
I still remember sitting in my grandmother's living room, the television on in the background, both of us watching the world try to make sense of itself in the months after COVID. She turned to me and said something I have never forgotten. She told me she had an annuity, but she always wanted to get into stocks. She wanted to understand her own money.
That conversation became the start of my career. I did not know it at the time, but the confidence I wanted to give her, the clarity I wanted her to feel about her own future, became the role I now play for every client who sits across from me.
I think of myself as a wealth architect. An architect does not hand you a blueprint pulled from a drawer. She sits with you first. She asks what you are afraid of, what keeps you up at night, what you are dreaming toward for yourself and for the people who come after you. Only then does she design. And just as an architect engineers a home to hold its ground through snow, rain, and winter storms, a sound financial strategy needs the same structural thinking. Before we build toward growth, we build a strong foundation of protection, one designed to help support you through life's highs and lows, with the expectation that your goals and circumstances will evolve over time.
As a Wealth Management Advisor with Strategies for Wealth, that is the experience I build for every client: a strategy engineered around your actual life, with a foundation strong enough to help you navigate both favorable and challenging economic conditions.
Because of this, my clients talk more than just numbers with me. We explore purpose, responsibility, and the future they are called to create, the same way my grandmother once did in that living room. Every plan is designed entirely around what you want, what you need, and what you ultimately hope to build.
With a foundation in Accounting, Finance, and Actuarial Science from Coastal Carolina University, I bring a family office-style level of service to every relationship, one that honors your values while helping you navigate complexity with confidence. My approach is grounded in protection, prosperity, and posterity. It means safeguarding what you have built, cultivating growth with intention, and empowering the generations who come after you through the decisions we make today.
Whether you need one piece solved or a full strategy designed, I'd love to sit with you as I once sat with her, and help you understand your own personal economy and feel secure in the future you're building.
Education and Training:
- Coastal Carolina University: Accounting and Finance Major and Actuarial Science Minor
- B.S. in Business Administration
- Life, Accident, and Health
- SIE, Series 7, Series 63, and Series 65
Professional Organizations/Associations:
- Financial Women's Association
- Coastal Carolina Alumni Association
- International Association of Black Actuaries
Charitable and Volunteer Interests
- Junior League of Stamford-Norwalk
- Silvermine Community Association
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