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

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investments


  • EA Enrolled Agent to represent taxpayers before the IRS


  • BS Business Administration Drexel University 2007

Previous experience

  • Financial Advisor, Ameriprise Financial, Raleigh NC, 2015-current
  • Investment Advisor Rep, H. D. Vest Investment Services, Raleigh NC, 2008-2015

Community participation

Sponsor of Rolesville, NC Parks & Rec

Treasurer of NAVHDA Tarheel Chapter (North American Versatile Hunting Dog Association, people helping people train their dogs)


When I'm not doing financial services you can find me

  • Raising my princesses to be queens
  • Fishing and enjoying the outdoors
  • Supporting and engaged in NAVHDA (North American Versatile Hunting Dog Association)
  • Tinkering with power tools and equipment