My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Christian Financial Strategies

Education

  • Business Degree, Major in Marketing, North Carolina State University, Raleigh, North Carolina

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I am an active member in the Kernersville Chamber of Commerce, I am also on the Chamber's golf committee where I help plan and volunteer at our fundraising golf tournament. I am passionate about meeting others in the community and actively volunteering.

Interests

In my free time I enjoy staying active outdoors, I have a newfound passion for golf and love exploring local golf courses with family and friends. Along with golf, I enjoy riding horses, spending time on the lake and skiing during the winter. I am also passionate about traveling and love experiencing new cultures and places. During the fall, being an N.C. State graduate I enjoy attending their football games and cheering them on, Go Pack!

My photos

1 albums
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