For nearly 20 years, I’ve been offering families and businesses in Central Florida tailored financial plans and personalized wealth management through Voya Financial Advisors. Along with helping you manage your cash flow, minimize tax implications and develop retirement and estate plans, I focus on creating investment strategies that help you and your portfolio prepare for difficult markets.
Before trading in the Windy City for the Sunshine State in 2000, I spent seven years working in public accounting with a focus in small business. During this time, I worked as a CPA with Deloitte & Touché, a “Big Five” accounting and consulting firm. While there, I was a manager in the audit department in their Chicago office. I transitioned into being a Financial Advisor because I enjoyed working one on one with individuals and helping them accomplish their retirement goals. With a personalized, hands-on approach I have been able to grow a successful business here in Central Florida.
I received my undergraduate degree in business administration from Loyola University of Chicago. Today, I hold Series 7, 63 and 65 securities registrations, in addition to a life and health insurance license.
When I'm not in the office, you can find me spending quality time with my wife, Melanie, and our two girls. And on the weekends, I enjoy playing a round of golf or participating in various water sports.
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When you give our office a call, I’ll be the one greeting you from the other end! As the director of client services, I help however I can to provide the highest level of service to every client. From welcoming clients when they walk through the door to planning and prepping our account paperwork, seminars and events, I enjoy staying involved with the many facets of Overton Advisory Group.
A Virginia-native, I moved here to attend the University of Central Florida, where I studied hospitality management. I graduated in 2014, and continued a management career in hospitality for just under 8 years. I transitioned into the financial services industry in 2015 and joined Harry as his assistant in January of 2017.
Outside of the office, I enjoy staying active by running, rock climbing, kayaking and traveling. Any free time I have is spent with my husband, family and friends.
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