Desoto Referral Discovery

Primerica has been committed to helping families save and invest for their futures since 1977. Through PFS Investments Inc., Primerica's broker-dealer, we show people how they can achieve a better financial future by helping them learn our HOW MONEY WORKSTM concepts. With approximately 2.5 million client accounts, we offer the best solutions aimed to help families achieve their financial goals. With Primerica, no client is too big or too small.

Founder / Broker Simply Southern Health & Retirement

My journey into this field isn’t just professional, it’s deeply personal. I was born in Tampa, Florida, and raised with a heavy influence by my grandparents, both veterans and proud members of the Greatest Generation. They instilled in me old-fashioned values, a strong sense of faith, and a deep respect for those who came before us. I’ve always been an old soul, and from a young age, I knew my purpose was to serve and advocate for seniors.

​As a child, I spent my time visiting nursing homes, reading to residents, listening to their stories, and simply being present. Those moments shaped who I am. I saw how much wisdom, love, and life experience our elders hold and how often they’re left without someone to truly stand in their corner. That realization lit a fire in me that has never gone out.

​I’ve built my career around being that advocate. My clients know they can call me when they’ve received a diagnosis, when they’re admitted into the hospital, and even when it’s time to help their families navigate end-of-life decisions. I consider it a sacred trust to be part of those moments. It’s a calling I do not take lightly and an honor I can’t quite put into words.

​At Simply Southern Health and Retirement, I help seniors protect what they’ve worked a lifetime to build. I offer guidance that brings peace of mind when the unthinkable happens and strive to simplify the complex world of healthcare and retirement planning. I believe in doing right by people, always and in treating every client like family.

​If you’re looking for someone who will advocate for you, pray with you, stand beside you, and always put your best interests first, I’d be honored to walk that journey with you.