My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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17
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.

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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