About

I have been in the financial services industry since 1996 and founded Seven Hills Financial in 2006. I began my career with a focus on insurance needs and solutions. I decided early on that I wanted to advise people without regard to their asset levels. There are many people hoping to build a solid financial future for themselves and their families. Often, those people need a little guidance and expert assistance, but they end up being sold the financial product of the week. As someone with no product to sell, I instead offer advice and accompany my clients on their financial journey. I enjoy getting to know the people that I work with. Understanding my clients allows me to find and apply the appropriate tools to meet their needs in a fashion that is easy to understand and implement. I work as a fiduciary, putting the clients’ interests above everything else.

I’m a lifelong Floridian, a follower of Jesus, a husband, father, and sports enthusiast. If you’re my client, odds are good I know your shoe size and your mom’s middle name. That stems from my belief that details matter, and that advice from someone who knows you well will be easier to follow and produce an outcome that suits you best. For more than a decade, I have dedicated myself to understanding both the behavior of money and the behavior of people relative to money. That understanding combined with the heart of a teacher are the foundation of my advice. As a fee-only fiduciary planner, I reject the conflicts of interest inherent in selling financial products. Instead, I focus only on guiding my clients through the maze of managing investment costs, taxes, insuring against risk, establishing a solid estate plan, funding education, and covering retirement income needs. In finance, there are market events and there are self-inflicted wounds. With my help, you can minimize the costly errors that are common to do-it-yourself investors and investors who are the target of financial salespeople. I’m always open to having a conversation. That’s how every good relationship begins. So, let’s start there.

I am a firm believer that knowledge is power, and financial knowledge is the ultimate power. But what I’ve discovered is that financial tools and investments are not well-taught subjects. My goal is to correct that, one client at a time, by being a partner throughout your financial journey. I believe that with your goals in mind and a well-rounded plan, we can build a strong financial footing for your future. Together we will tackle a sometimes overwhelming process and clear a path for your financial goals. As a fiduciary I will always present solutions with your best interests at the core of the decision making process. I am a Flagler College Alumna, Tallahassee resident, and I am proud to call this community my home. Outside of work, you will find me spending time with my two dogs or testing out a new recipe in my kitchen.

I believe in a fully comprehensive approach to build lifelong financial independence. This allows my clients to live according to their values and priorities. Our priority for clients is bringing expertise in ever-changing financial markets with a high value on care, attention, and service to address specific needs and goals. As a fee-only planner I can be generous with time to walk through recommended solutions with clients.  Everything we do is grounded in planning that is not a one-time document but a way of life and our working relationship. My husband, Burke, of 30+ years, and I raised our children in Tallahassee. I invest my spare time in my family, our church, the national and local CFP community, and rotations of service in local industry groups and non-profits.

Mr. Ace has over 6 years in the tail wagging industry. As resident office dog, Ace ensures that everyone in the office stays up to date on their fetch training and provides in-house wrist therapy by volunteering to receive belly rubs. Ace is also proficient in napping which pairs well with his “I would like a treat” facial skills. His expertise in word recognition shines upon hearing “cookie”, “kitty”, and “squirrel”.