I am committed to maintaining the highest standards and professionalism in my client relationships. My goal is to provide my clients with a true understanding of the investment products I recommend. I focus on the development, implementation, and monitoring of financial strategies for individuals and businesses. After working in the industry for 20+ years, I recently joined KPP so that I may offer clients more investment choices.
Formal Education and Training
Bachelor of Science in Business, Indiana University-1992
Licenses held with LPL Financial:
Series 06,07, 63, and 65 registrations held with LPL Financial
Series 65 license also held with KPP Advisory Services
Life and Health Licenses in KY.
Securities registrations held with LPL Financial in the following states: FL, IN, KY
Registered IAR in the following states:
PNC Investments-Senior Financial Advisor
First Bank-VP of Investment Division
Integrity Companies-Broker Internal Wholesaler
Bank of Louisville-Branch Manager
Ronald McDonald House
Independent Pilots Association Wives Club
I reside in St. Mathews with my husband and UPS pilot, David. We have four children, Joshua, and triplets Justin, Jacob, and Abigail. I enjoy running and traveling with my family & friends.