At the heart of my work is a commitment to care, trust, and stewardship, values that shape every financial strategy I help build. My clients do not just discuss numbers; they explore purpose, responsibility, and the future they are called to create.
As a Wealth Management Advisor with Strategies for Wealth, I guide professionals, families, business owners, and next-generation wealth builders through financial journeys rooted in protection, clarity, and long-term vision. With a foundation in Accounting, Finance, and Actuarial Science from Coastal Carolina University, I provide a family office style experience that honors your values while helping you navigate complexity with confidence.
Grounded in protection, prosperity, and posterity, my approach focuses on safeguarding what you have built, cultivating growth with intention, and empowering future generations through the decisions we make today.
I am also actively engaged in community through several organizations that keep me grounded and broaden my perspective as I serve my clients.
Education and Training:
- Coastal Carolina University: Accounting and Finance Major and Actuarial Science Minor
- B.S. in Business Administration
- Life, Accident, and Health: CT, NY, NJ, PA, MD, DC, VA, MA, NC, GA, and NM
- 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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