Nurturing Financial Growth from the Ground Up
Growing up on a small farm, I learned the value of hard work from my parents, a teacher and a millworker, who dedicated themselves to providing for our family. One defining moment from my childhood was when my grandparents gifted me a few shares of Atlanta Gas and Light stock. As I researched the company and watched my investment grow, my fascination with the world of finance began to take root. That early exposure planted the seed for what would become my passion—helping others make informed financial decisions and creating strategies that lead to confidence and independence.
My Professional Journey
Education has always been a priority in my family, and I followed that path by earning a Bachelor’s in Business Administration and an MBA from Frostburg State University. Giving back to the community that shaped me is important, which is why I proudly serve on the Board of Directors for the Frostburg State University Alumni Association. I am also active as the Program Director of the Rotary Club of Cumberland and sit on the Advisory Board for the Community Trust Foundation. I bring over a decade of experience serving clients’ financial planning and investment needs. Committed to life-long learning, I am proud to
be recognized as a CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Plans Specialist, and Chartered Advisor in Philanthropy. Our team was recognized by Forbes Magazine as a Best-In-State Wealth Management Teams* in 2024. In addition, I am honored to have been named as one of the “Leading Women under 40” by the Maryland Daily Record for 2024**.I take pride in maintaining a low client-to-advisor ratio, which allows our team to offer the high level of service and communication that every client deserves. I value the meaningful relationships we’ve developed over the years and look forward to helping you and your family navigate your financial journey with confidence.
*The Forbes Best-In-State Wealth Management Team (Pennsylvania) rating was presented in January 2024 using data gathered from March 2022 through March 2023 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on a measure of each team’s best practices, client retention, industry experience, compliance records, firm nominations, assets under management and revenue generated for their firm. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**The 2024 Leading Women Under 40 award was presented in June of 2024 (timeframe of June 2023 – June 2024) from Maryland The Daily Record which was based on career accomplishments for professional experience, community involvement, and their commitment to inspiring change. Winners are selected by a judging panel comprised of previous year’s honorees and representatives from The Daily Record. Nominees must be 40 years old or younger. Fee was paid for nomination. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
