Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Tax Planning Strategies
  • Investment Management
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Investments
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

  • Bachelor of Science, Agriculture Economics, Purdue University, West Lafayette, Indiana

Awards & recognition

  • Edgeworth Capital Group, Forbes Best-in-State Wealth Management Teams, 2023-2025

Previous experience

  • Wells Fargo Advisors, 2013-2015
  • Citigroup, 2007-2009

Community participation

The Whole Team is excited about our National Day of Service with the Food Bank in Winston Salem. We have vetted the organization, and are very excited about their job of helping hungry families in our area. I am involved in on-going promise to help them sort the donated food, so it can get out quickly to the food pantries that do final distribution.

Interests

Actively involved in time with my four Grandchildren, from 8 - 15 years old. I am now a Baseball, Volleyball, and Soccer Grandparent.

Really enjoying the Fellowship at Cornerstone Baptist in Greensboro NC and a bible study small group and Have joined the Greeter team.