Daily Money Manager in Jacksonville, Florida
I am a CERTIFIED FINANCIAL PLANNER™ professional, and Florida native, who has worked in the financial services industry since 2003. My professional career began in Birmingham, Alabama upon graduating from Samford University. My expertise spans from financial planning, tax return preparation, and social work to promoting pre-need funeral and cemetery arrangements.
In 2014 I returned to Florida. I never aspired to become an entrepreneur but discovered a need and knew I could do something to meet that need. My knowledge and experience in financial planning, gift of organization, love for Excel and heart for helping others positioned me well for starting My Life Keepers.
During tax season I also assist Jacksonville CPA firm, Clowe Tax Prep, with preparing tax returns.
In 2017 I joined We Shop Part D as the director, and look forward to this seasonal work, as well.
When I am not working I can be found at the beach, hanging out with my pups, Roscoe and Peaches, or relaxing in my hammock with a book.