Advisor profile

What you can expect when you work with me

My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Family Finances
  • Women's Financial Strategies
  • Saving for Education
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance
  • Tax Planning Strategies

Education

  • College of Financial Planning - Masters of Science in Financial Planning

Community participation

Former Girl Scout troop leader.

Volunteer teacher at Center for Women and Enterprise

Interests

  • Cooking - my husband gets nervous when I try new recipes - which I love doing.
  • Reading -cookbooks and murder mysteries - which also makes my husband nervous...he's afraid I'll get them mixed up....
  • Travel and spending time with family, many of which live in North and South Carolina.
  • Working all kinds of puzzles.
  • Volunteering at my church.
  • Being a cat "mother". No outfit is complete without that touch of fur!