About Dottie
Dottie has always had a passion for financial planning and after more than 20 years in banking, she took the leap of faith to pursue a career in the field. The collaborative environment within the office, and with clients, enabled Dottie to share her passion for helping people.
Dottie also serves as secretary of the Brevard County Estate Planning Council. When she’s not in the office, Dottie enjoys all outdoor activities, especially biking, swimming, and running – she has even completed a full marathon. Her greatest joy, though, is spending time with her six children and grandchildren.
Education and Professional Milestones
- Has also served as CFO of a multi-billion-dollar credit union
Dottie has always had a passion for financial planning and after more than 20 years in banking, she took the leap of faith to pursue a career in the field. The collaborative environment within the office, and with clients, enabled Dottie to share her passion for helping people.
Dottie also serves as secretary of the Brevard County Estate Planning Council. When she’s not in the office, Dottie enjoys all outdoor activities, especially biking, swimming, and running – she has even completed a full marathon. Her greatest joy, though, is spending time with her six children and grandchildren.
Education and Professional Milestones
- Has also served as CFO of a multi-billion-dollar credit union