Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Insurance
  • Family Finances
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Saving for Education

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • West Liberty University, B.A. Business Administration

Awards & recognition

  • Five Star Wealth Manager, 2012,2013, 2015-2022

Community participation

  • Member of Grace Covenant Church in Cornelius, NC.
  • Volunteering in WOWJAM for challenged neighborhoods.
  • Enjoys mission trips both domestically and Internationally.
  • Charitable Golf tournaments in local area of Charlotte, NC.
  • Volunteer Work with Ashe Really Cares, Food Bank.

Interests

I have many interests and enjoy almost everything. Some to mention include activities with my family, my local community & with my Church. As I have gotten older, I'm not as involved in as many physical activities, but I still enjoy several sporting events and venues and outdoor activites like biking, hiking, kayaking, golfing and any activities on the lake. When I was single, I would coordinate many events for the SALT (Single Adults Living Triumpantly) group with several local Churches in the area of Charlotte, Lake Norman, Concord and Greensboro areas.