Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. 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, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Investment Management
  • Insurance
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.S. Bachelors, Business Management/Finance, Economics, North Carolina State University, Raleigh, NC
  • A.S. Associates, Architectural Technology, Delhi College, Delhi, NY

Interests

I consider myself native to North Carolina and graduated from NC State University in the late 90's, Go Pack! I live in Raleigh with my husband, Brandon, and our two children, Ashton and Avery. I love being my family's biggest supporter in all their activities (both kids play on competitive club soccer teams) and volunteering whenever I can. When I am not working or being a 'taxi driver' for soccer, I enjoy reading, golfing, pinot grigio with friends and spending time at the beach.

Community participation

  • Western Wake Woman's Club
  • Wake Futbol Club
  • Lufkin Road Middle School PTA
  • Oak Grove Elementary School PTA

Previous experience

  • RBC Wealth Management, 2002-2013
  • Morgan Stanley, 1999-2002