Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
15
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
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Investments
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Education

  • Bachelor of Arts in Business Admisistration - Finance from Wesleyan College

Previous experience

  • Financial Advisor/CEO , Lance Investments& Wealth Management LLC, 2013-2015, Hayesville, NC
  • Financial Advisor - Manager, Edward Jones Investments, 2010-2013 Western North Carolina Region
  • Financial Advisor, Nantahala Bank and Trust Company, 2008-2010, Tri-State Area

Community participation

My husband Jack and I are actively engaged in our community through youth sports and various local philanthropic organizations.

  • Glenda Gooch Foundation
  • Clay County Chamber of Commerce
  • Union County Chamber of Commerce
  • Cherokee County Chamber of Commerce

Interests

I am a native to Western North Carolina.

I am happily married to my husband Jack and we have a son, Jack III and a dog named Caesar.

Together, Jack and I enjoy traveling to Florida, California and local events.

Physical Fitness and a healthy lifestyle are important to me.

I love researching my genealogy.

I am very involved in community organizations and charities in both North Carolina and North Georgia.

My photos

5 albums
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