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.

Get started
43
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Domestic Partner Planning

Education

  • Appalachian State University, BS Business Administration

Awards & recognition

  • Five Star Wealth Manager, 2013 - 2016

Professional associations

  • Investment Management Consultants Association, (IMCA)

Previous experience

  • Merrill Lynch, PIA Portfolio Manager, August 2001 - July 2011
  • Prudential Securities, VP Financial Advisor, Portfolio Manager, January 1992 - August 2001

Community participation

Second Harvest Food Bank of Charlotte

Interests

Running - I finished my first of seven Marathons in 1996, the Marine Corps Marathon. I'm looking forward to adding to the list.

Golf - I love playing and watching golf, although watching has the advantage at this point.

Raising kids - With four it better be an interest! What a blessing they all are.

My photos

2 albums
close