After more than two decades in the financial industry, I founded SteadyPath Investments with a clear purpose: to provide thoughtful, strategic financial guidance for individuals and families who are serious about building, protecting, and enjoying their wealth.
At SteadyPath, we believe financial planning should feel both grounded and empowering. Before investing a single dollar, we take the time to deeply understand what matters most to you, including your goals, your values, and the life you envision. From there, we design a personalized, purpose-driven strategy aligned with your comfort level, your timeline, and your long-term vision.
We specialize in serving busy professionals, families, and business owners who are ready to move from financial uncertainty to clarity and confidence, as well as women navigating life transitions such as divorce, loss of a spouse, or a late-life career change. Our clients value a trusted advisor who listens, provides clear direction, and helps them make thoughtful, disciplined decisions without reacting emotionally to the markets.
As a business owner myself, I understand the unique financial complexities entrepreneurs face, and I take pride in helping them align their personal and business finances to build sustainable, long-term wealth.
On a personal note, I am a proud mother of two hardworking young adult sons, one of whom currently serves as a United States Marine. My deep appreciation for military families and those who serve shapes both my values and the relationships I build with clients. I also remain actively involved in my community, serving on local boards and as President of the Rotary Club of Lebanon, Tennessee.
I hold a Bachelor's degree in Organizational Leadership and a Master of Accountancy from Lipscomb University in Nashville.
Today, SteadyPath Investments serves clients locally in Tennessee and across the United States through a highly personalized, relationship-driven approach, both in person and virtually. As we continue to grow, our focus remains on delivering the high level of service excellence, care, and intentional guidance each client deserves.
Whether you are preparing for retirement, navigating a major life transition, growing or leading a successful business, or building a legacy for future generations, we are here to guide you with clarity, strategy, and confidence.
Let's connect to explore how we can move forward, intentionally and confidently, on your steady path to financial independence.