About Us

My journey in the financial industry spans over 15 years. Alongside my work as an advisor, I am also an attorney, a background that enriches my approach to financial planning. My passion lies in meeting incredible people, solving complex puzzles, and creating plans that come to life. Holding a JD since 2009 and serving as a FINRA Arbitrator since 2013, I also hold Series 7, 63, and 65 licenses obtained in 2011. As a member of the Kentucky Bar Association, I am required to state that this is an advertisement.

In my earlier career as an attorney, I found myself dismantling businesses and families, which eventually led me to seek a more constructive path. A pivotal moment came when I helped a woman through a divorce, only to see her left with questions about her future. This experience was one of several that shifted my focus towards helping people rebuild and find stability through smart financial planning. I wanted to be there at the beginning of their new journey, guiding them to a brighter future.

I am deeply passionate about my clients, who work hard for their money and trust me with their financial growth. Together, we strive to raise ceilings, elevate families, and protect what we've built. It's an honor to be part of their journey, providing reassurance during uncertain times and helping them focus on what truly matters.

Estate and trust planning are areas where my legal background is particularly beneficial. These services address the fortunate problem of having more wealth than one can spend in a lifetime. I work with clients to determine how to allocate their wealth thoughtfully, creating legacies that extend beyond their lifetimes.

Understanding the diverse perspectives of my clients is essential to my work. Whether they come from wealth or have built their fortunes from the ground up, each client's unique life experiences shape their worldview. I am fascinated by people and their stories, and I strive to find common ground and solutions that resonate with them.

I was born in Louisville, Kentucky, as a first-generation American to Syrian immigrants. My upbringing was a blend of cultures, teaching me to view the world through multiple lenses. This perspective allows me to connect with clients from all walks of life, appreciating the depth of their experiences.

Outside of work, I enjoy life on my farm in North Carolina, where I embrace nature with my husband Jeff, my son Sterling, and my daughter Mae. I'm an athlete at heart, competing in volleyball and tennis. I also serve as a Trustee and Chair of the Finance Committee at Vance Granville Community College, and I'm a proud member of Mensa, where I embrace my inner nerd.

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I'm passionate about making clients feel valued and cared for during every stage of their financial journey. With almost 4 decades in the industry, I oversee customer service for multiple financial representatives, ensuring that each client receives the attentive support they deserve. My role centers on helping clients navigate life's financial ups and downs with confidence and peace of mind, because everyone deserves to feel important regardless of their wealth or status.

My original path was to become a schoolteacher, but after starting in the workforce, I discovered a different calling. I began at an insurance agency, moved into financial services, and eventually found myself working with a great group of people who were willing to walk with me, help me grow, and build something meaningful together.

What I find most rewarding about this work is providing that steady presence for clients—someone who makes them feel at ease, whether they're experiencing good times or facing challenges. Every client's story is different, but they all share a common need: to be cared for and made to feel that their concerns matter.

I am from Louisville, Kentucky, where I grew up in a family of seven with four brothers. Family has always been everything to me, and I've been married for 20 years to my husband, Bernie. Our son, Connor, is truly the greatest gift to our family. Working with clients daily, I see a wide range of family dynamics and the challenges families face together. It brings insight into how my own family is shaped and how I work toward building the life I want for my son.

I hold the Associate Customer Service designation from LOMA, the Associate Insurance Agency Administration designation from LOMA, and the FLMI Designation from LOMA. These qualifications have equipped me to excel in the ever-changing landscape of the financial industry, where the way we service and work with clients continues to evolve.

I'm passionate about contributing to the progress of our team and making clients feel secure and informed. My role involves assisting with administrative tasks such as filing, document completion, record maintenance, scheduling, meeting preparation, and client communication. I strive to enhance business efficiency and make the most of my time each day.

With a Bachelor of Arts in Political Science from Ohio University and a Master of Arts in Political Science from the University of Louisville, I was drawn to a field with uncapped potential. It offers the opportunity to launch my future with a company and team that fosters learning and growth. I am committed to finding answers and solutions, ensuring that clients feel valued and their needs are important.

Originally from Cincinnati, Ohio, I had a vibrant upbringing filled with activities like Reds and Bengals games, museum visits, and exploring the city's amazing zoo. Growing up with seven brothers and one sister, my family was always active—boating in the summers, skiing in the winters, and engaging in year-round sports. Our family farm provided countless opportunities to learn life skills, from target shooting to camping and hiking.

Now residing in Louisville, Kentucky, I cherish the city's welcoming community and vibrant Derby season. My three wonderful children keep me busy. My eldest son, a musician, pursues a psychology major at the University of Louisville. My daughter is a competitive field hockey player with collegiate aspirations, and my youngest son is passionate about theater, performing in productions year-round.

In my spare time, I focus on relaxation and unwinding, often through running, which helps clear my mind. I enjoy low-key gatherings with friends on restaurant patios or around firepits and love exploring city areas with a variety of dining and shopping options. I'm actively involved in parent organizations for my kids' schools and athletics, maximizing my time to blend community involvement with family life.

I've spent the last four years in the financial industry, assisting clients with Qualified Domestic Relations Orders, guardianship court documents, and correspondence blotters. My focus is on helping individuals navigate the division of their retirements during divorce, providing the support needed during these pivotal transitions.

Before embarking on my current career path, I began my professional journey with United Airlines. There, I held several roles, most notably in special services with United's premier fliers in New York. My time at United also included working as a maintenance planning analyst at their aircraft maintenance facility in Indianapolis. These experiences honed my ability to manage complex logistics and foster strong client relationships.

After relocating to Louisville, I joined the Louisville Metro Planning Commission as a planning technician. This role further developed my skills in organization and planning, preparing me for the intricacies of financial services.

Originally from Long Island, New York, I now call Crestwood, KY, my home. I cherish the open spaces of horse farms while being close enough to Louisville to enjoy the city's amenities. My family is my anchor. My husband, Mark, and our children, Connor and Reagan, support me in all my endeavors, helping me balance my professional life with the joy of family. Our close-knit family dynamic keeps me grounded and motivated in all I do.

I'm passionate about helping people achieve their financial goals. With 17 years in the industry, my primary focus is advising and guiding clients to grow their assets according to their risk tolerance. I also work closely with clients on their life, disability, and long-term care insurance needs and assist them in navigating the Medicare enrollment process. My qualifications include Life and Health certifications since 2008, Medicare Certification since 2010, and Series 6, 63, and 65 licenses since 2008.

My career began at MetLife, primarily on the insurance side of the business. There, I had the challenging yet impactful role of assisting beneficiaries when a loved one passed away. Delivering a check to a grieving family and witnessing the difference it made in their lives inspired me to advocate for the importance of life insurance. This experience has shaped how I approach financial planning, emphasizing the importance of ensuring all financial and legal documents are in order.

My clients inspire me daily to excel in my role. It's incredibly fulfilling to see their dreams of a secure retirement come to life, and being a part of that journey brings me immense joy. I thrive on interacting with people from diverse backgrounds and cultures, helping them reach their financial and retirement goals.

I am from Louisville, KY, and family is the cornerstone of my life. I have two children, James and Sarah, and three wonderful grandchildren—Cooper, Carter, and Caroline. Our family dog, Molly, is also a beloved member. In my free time, I cherish moments with my grandkids, enjoy going to the gym, and take pleasure in working in my yard and tending to my flowers. I also have a passion for DIY projects and occasionally refinish furniture pieces.

It's an honor to be part of my clients' financial journeys, and I am committed to providing the best guidance and support possible.

With six years in the financial industry, I've had the privilege of witnessing the growth of financial health among my clients and building meaningful relationships. I hold a Bachelor of Arts in Mathematics (University of Louisville, 2007) and an MBA (University of Louisville, 2011). I earned my Series 7 and Series 66 licenses in 2019.

In 2010, I embarked on an entrepreneurial journey by starting Cuddle Clones, LLC, which was successfully sold in 2021. This experience fueled my passion for finance and the excitement of nurturing the growth of companies. It was a transformative chapter that deepened my commitment to financial planning.

My focus is on financial planning for multiple generations. I have the pleasure of working with clients at various life stages—from those enjoying their retirement income to individuals just beginning their financial journey. I also manage the finances of minors who have received significant legal settlements. Regardless of age or income level, every client receives personalized care and attention.

Born in Denver, Colorado, I've spent most of my life in Louisville, Kentucky. My childhood memories of the Rocky Mountains inspire my love for the outdoors, including hiking, kayaking, and sports. My husband, Daryl, and our three daughters, Peyton, Tenley, and Reese, are my world. Balancing work and family is crucial to me, and I strive to set an example for my children by being present for all their important moments while working hard.

I'm passionate about sports, coaching girls' softball, and playing recreational volleyball. Whether I'm at the lake or enjoying a quiet evening with a book, time with family and friends is my paradise. I also dedicate my extra time to community organizations like South Oldham Little League, South Oldham Lady Sluggers, Northeast Christian Church, and AdoptMe Bluegrass, which allow me to give back to the community I love.

Getting to know my clients and understanding their goals is at the heart of what I do. I'm a friendly, relatable person, and I believe that connection is why clients trust me with their life savings. Together, we work to achieve their dreams and secure their financial future.