Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Family Finances

Education

  • American History (B.A.), Hamilton College, Clinton, NY

Previous experience

  • Financial Advisor, Morgan Stanley, 2012-2024
  • Financial Advisor, UBS Financial Services, 2001-2012
  • Financial Advisor, Wachovia Securities, 1999-2001

Community participation

- Community participation photo

For our National Service day, I volunteered at One80Place. What a wonderful experience.

Interests

I enjoy spending time with my two children Bryce & Connor. Bryce is studying Sport Management & Psychology at Clemson University. Connor works in Commercial Real Estate while enrolled the MBA program at the Citadel. Dedicating time with local charities supporting animals is important in addition to taking care of my many pets. Squirrell, Maggie, Nelle, Gradle, Schnitz, Giggles, & Oopsy are my dogs. Daisy, China, Sunflowers, Major Tom, & Ocelot are my cats.

My photos

2 albums
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