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
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Financial planning for small business
  • Business Retirement Plans
  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Consulting on potential benefits and risks of IRA rollovers

Qualifications

  • AAMS™ Accredited Asset Management Specialist™
  • CEPA® Certified Exit Planning Advisor®

Education

  • Bachelor of Science in Business Administration
  • Marketing
  • East Carolina University
  • Greenville, North Carolina

Previous experience

  • Financial Advisor at Edward Jones, North Myrtle Beach, South Carolina, 2015-2025
  • Store Manager at Wells Fargo Bank in Charlotte, North Carolina, 2008-2015

Interests

Fitness

Cooking

Reading

Travelling