I am honored to serve in the role of Financial Advisor with Calton & Associates, Inc. My interest in finance began with a desire to understand money management, investments, and how they influence everyday life.
With a background rooted in marketing and finance, I developed a strong foundation that informs my current work at Loggerhead Wealth Management. Through this work, I’ve gained a deeper appreciation for the role financial planning can play in helping people pursue stability and clarity in their financial lives.
Since joining Calton & Associates, Inc., I’ve continued to focus on building professional relationships based on trust, communication, and collaboration. I work to put the “we” in wealth management by viewing each client relationship as a partnership—centered on shared understanding and open dialogue.
My approach emphasizes thoughtful guidance and education, helping clients explore options and strategies aligned with their individual circumstances. Whether someone is in the early stages of financial planning or evaluating current strategies, I aim to offer insights that support informed decision-making.
Outside the office, I enjoy being part of the Delray Beach community—attending local events, spending time with friends, or watching the latest sports. I value balance, both professionally and personally, and bring that perspective to the way I approach my work.