Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
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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