Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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.