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

Areas of focus

  • Family Finances
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Investments
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠
  • Series 7 - General Securities Representative Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination

Education

  • Robert Morris University, Bachelor of Science Industrial Marketing

Interests

  • Spending time with family & friends at community & cultural events
  • Enjoy travelling to the mountains and the shores
  • Kayaking, camping, biking & hiking and visiting the parks along the Appalachian trail
  • Yoga

Community participation

  • MERCE Family Healthcare in Randolph County Board Member & Vice Chairperson
  • Collier Friends of the Panhandle Trail Vice President
  • Asheboro/Randolph, Liberty and Randleman Chambers of Commerce Member
  • Randolph Rotary Club Member since 2014
  • Junior Achievement of the Triad Volunteer since 2012
  • St. Joseph Building and Finance Advisory Boards
  • St. Joseph Columbiettes Charter 10891 - Charter Member 03/21/2015
  • Randleman Woman's Club Member since 2009
  • ABWA Heart of the Piedmont Chapter - Greensboro, NC since 2009