My profile

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Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

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26
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
  • Saving for Education
  • Insurance
  • Family Finances
  • Cash Flow Management Strategies
  • Investments

Education

  • MA in Counseling Psychology from the University of Notre Dame
  • BA in Psychology from Cedarville University

Previous experience

  • Quality Assurance Manager at BTI Telecommunications, 1996-2000
  • Director, Partial Day Treatment at Community Memorial Pavilion, 1994-1995

Community participation

  • I am very active in my church community by regularly teaching in my church's educational ministry and also through my involvement in the church leadership/relationship committee.

    • Interests

    I love to run and have completed 6 marathons, including one in Richmond, VA and one in Virgina Beach. I've also run in multiple half marathons like the Detroit International Half Marathon, the Raleigh City of Oaks Half Marathon, and the Rock'n'Roll Raleigh Half Marathon.

    My photos

    1 albums
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