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2176 West Street, Suite 100, Germantown, TN 38138

901-757-5757
information@shoemakerfinancial.com


Focusing On Building Trust, Before Building The Blueprint

Money is personal, which is why I value learning who you are and your unique needs before crafting a plan.

My focus is always on you before the plan.

Community Centered

How can you understand people if you're not with people? 

Whether it's supporting my client's business, city growth, or supporting a local charity, I believe contributing to your community is crucial. 

Family Focused

The values I share at home are the values I'll bring to you.

I try to be an awesome wife to my husband and the best mother I can be to our four daughters. I'll always strive to bring my best for you, so that you can provide your best for your family!



A seasoned financial professional with a strong educational background from the University of Southern California. As a financial advisor at Shoemaker Financial, I have over 15 years of finance, taxation, and tax planning experience. I've worked with more than 1,000 individuals, each with different backgrounds and paths of life including; medical professionals, business owners, retirees, and executives. Having worked with prestigious firms such as Arthur Andersen, LLP, and Atlantic Richfield Co., my goal is to show that success in finance can coexist with a fulfilling personal life and active community engagement.



Education 

  • Master of Business Taxation, MBT, University of Southern California
  • Bachelor of Science, Finance, University of Southern California

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Series 7 Securities Registration
  • Series 66 Securities Registration
  • Life and Health License
  • Over 15 years of experience in finance, taxation, and tax planning with former Arthur Andersen, LLP and Atlantic Richfield Co.

Community

  • Board Member, Financial Planning Association
  • Board Member, Thrive Memphis
  • Madonna Circle Member
  • St. Jude Hero
     

Services 

  • Investment Management and Strategic Planning
  • Financial Planning
  • Estate Planning
  • Tax Planning
  • Debt Management and Student Loan Repayment
  • Retirement Analysis
  • College Funding
  • Risk ManagementLife, Disability, and Long Term Care Insurance. 

Beyond being dedicated to excellence in my career, I am a devoted wife and a proud mother of four daughters. I love supporting my community, and am an active member of the Memphis Runners Track Club, a Madonna Circle Member, a St. Jude Hero, and affiliated with the United States Tennis Association.

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Beyond being dedicated to excellence in my career, I am a devoted wife and a proud mother of four daughters. I love supporting my community, and am an active member of the Memphis Runners Track Club, a Madonna Circle Member, a St. Jude Hero, and affiliated with the United States Tennis Association.

Book A Meeting

Beyond being dedicated to excellence in my career, I am a devoted wife and a proud mother of four daughters. I love supporting my community, and am an active member of the Memphis Runners Track Club, a Madonna Circle Member, a St. Jude Hero, and affiliated with the United States Tennis Association.

Book A Meeting

How I Serve:

Medical Professionals

I work with hundreds of medical professionals to craft strategies that align with their demanding and complex circumstances. I am proud to help people position themselves to enjoy the rewards of their dedicated service.

Business Owners

I have worked with over 50 business owners to structure their retirement plans, optimize tax strategies, and preserve the legacy they've built. I am committed to helping business owners pursue financial confidence for their own families and those of their employees, too.

 Individuals

I specialize in crafting personalized plans for people of all backgrounds and take the time to translate financial concepts and explain options in the language that they are most comfortable with. My goal is to help everyone make informed decisions for today and the future.

At the end of the day, my goal is to foster a true working relationship with my clients. One that allows them to feel empowered and helps them to work towards pursuing their financial goals. No matter your stage of life or profession, I am here to help! 

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For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or tax advice.

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