My path to becoming a financial advisor was a winding one, but I have not looked back. I am passionate about helping people achieve their dreams and feel secure in their financial future. I take great care to understand clients, their goals, and concerns. Using this information, I work diligently to build a comprehensive, customized plan. My goal is to guide clients in making well-informed, educated decisions that are aligned with their goals.

I earned master’s degrees from Virginia Tech in Accounting and VCU in Communications. I hold series 6, 7, 63, and 65 licenses, as well as my Certified Financial Planner and Chartered Special Needs Consultant® designations.

Outside of work, you will most likely find me outside. My partner, Matt, and I enjoy running, hiking, biking, paddling, and fishing together. I also ride, show, and fox hunt with my horses. And not to be left out are our dogs, Kris Kringle McKringleberry, with whom I volunteer with Dogs on Call at VCU Health and Saber who is working toward her therapy dog certification.

Firm Description

Eli’s Village is a community of exceptional families and expert professionals working together to make the life imagined a reality. For many exceptional families, the future can feel uncertain. At Eli’s Village, we take time to understand the goals and needs of the exceptional family and turn that information into an individualized and targeted plan addressing clinical needs, financial planning, and legal services to ensure comprehensive and continuous support.

Our process is person-centered and involves helping all members of the exceptional family to identify and develop an intergenerational lifestyle plan that meets everyone’s goals and needs. Our combined expertise in clinical services and financial planning allows us to walk alongside families to navigate the maze of available services from birth through adulthood.

The faithful mission of Eli’s Village is to help every exceptional person and their family live the life imagined.

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