- Has over 15 years of experience as a Financial Services Professional
- Registered Investment Advisor with NASD; holds Series 6,7 and 65
- Earned a BA degree from Hampton Univ., and MA from Northwestern Univ.
- Registered Representative, John Hancock Financial Network
- Registered Representative , Signator Investors, Inc.
- Richmond chapter board officer, Society of Financial Service Professionals;
- Board member of the Richmond Midnight Basketball
- Native of Clarksville, Virginia, a small, picturesque waterfront town near the Virginia-North Carolina border.
Professional Services and Specialties.
Enjoys working with small and intermediate businesses and professional practices to assist business owners in solving their unique needs and challenges; working with family-owned and other closely held businesses to build and preserve wealth for the family and partners while providing benefits for employees as well; and setting up retirement plans for individuals, businesses, and non-profit organizations.
- Life Insurance
- Long Term Care Insurance
- Business Insurance
- Individual Investment Plans
- Qualified Plan Rollovers
- Products and Services for Retirement Planning
Loves spending time with family; and is an enthusiastic member of her church, very actively involved in the music ministry. Loves “comfort food”, old (classic) movies and working in her yard as often as time permits.
