I am a Managing Director at SageView Advisory Group (SageView), an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $235 billion in assets.

After twenty-two years as a Founding Partner and Principal of CAP STRAT, my business partners and I marked a significant milestone by completing the sale of our firm in August 2025 to SageView.

I am also a Founder of the CAP STRAT Women’s Forum (now part of SageView), a community established in 2015 to champion and support women’s personal, professional, and financial success. Today, the Women’s Forum reaches over 6,000 professional women.

My leadership is a catalyst for engaging, educating, and amplifying women across diverse industries, professions, and stages of life, inspiring them to own their power and achieve financial freedom. My purpose is to serve others, especially women, by empowering them to be the boss of their money, own their financial strength, maintain their seat at the table, take decisive action toward financial peace of mind for themselves and their future generations, and build a lasting and impactful legacy.

What lights me up is connecting with and being in community and conversation with dynamic, interesting, and talented women, and guiding them to show up for themselves, focus on what matters most, and prioritize their own self-perception above all else.

I am a fierce proponent of mentoring. For years, I have mentored other founders, entrepreneurs, emerging leaders, and high-potential women locally and across the country.

I am also an active member of many philanthropic organizations in the community because creating transformational and lasting change in the lives of others is a priority.

Faith is my anchor. I believe four of the most important words you can say to someone are, "I believe in you." The two most important words you can say to yourself are, "I am."