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
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Investment Management
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Investments
  • Cash Flow Management Strategies

Interests

  • I enjoy traveling, just traveled internationally for the first time 2 years ago
  • I love art, cooking and am looking forward to learning cooking techniques as I travel abroad
  • I have 3 children, 2 daughters and a son. Living all the way from NC to Germany. My son-in-law is a Lt. Coronel in the Marines. I have 2 grandchildren who are 5 and 2 years old.
  • I live in Wilson, NC and love the small town feel, we're a city of less than 50,000 and I enjoy how close knit our community is.