My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

I am a native to Western North Carolina.

I am happily married to my husband Jack and we have a Baby Boy Jack III and a dog named Ceasar.

Together, Jack and I enjoy traveling, playing golf and tennis, as well as coaching youth sports.

I have recently developed a new found love of fantasy football.

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.

Community Participation

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

  • Glenda Gooch Foundation
  • United Way of Cherokee and Clay Counties - Board Member
  • Clay County Chamber of Commerce
  • Union County Chamber of Commerce
  • Cherokee County Chamber of Commerce
10
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 4 reviews 100.0

Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Cash Flow Management Strategies
  • Estate 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

Files for Download

My Videos(12 videos)

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