As a Wealth Advisor, Yvonne delivers comprehensive financial advice across a combination of subject areas developing recommendations tailored to her client families unique goals, needs and priorities. Yvonne has been in the financial services industry for 39 years and holds FINRA securities licenses 7, 63, 65, SIE, through LPL Financial and the Virginia Life and Health Insurance license. Yvonne delivers a distinctive client experience specializing her focus on what is most important to her client families to allow them to have the comfort, clarity, and confidence that they deserve through all financial stages of life.
A native of beautiful Charlottesville, Virginia Yvonne currently resides in Albemarle County with her husband Scott. Son Jacob resides in Charleston, SC, and daughter Taylor and her husband Ryan live in Crozet along with 2 precious granddaughters, Layla and Emmy. Yvonne enjoys spending time with family, running, kayak fishing, and volunteering. She is a member of Women United in Philanthropy and passionate about suicide awareness.
Yvonne’s commitment to her clients is unmatched. Please consider a conversation with her today.