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

Areas of focus

  • Family Finances
  • Tax Planning Strategies
  • Investment Management
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Investments
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor of Science, Agriculture Economics, Purdue University, West Lafayette, Indiana

Interests

Actively involved in time with my four Grandchildren, from 4 to 11 years old. We are now baseball and crazy Volleyball grandparents.

Really enjoying the time at Friendly Avenue Baptist Church here in Greensboro, and spending more time with the men at the weekly Bible Study.

Community participation

The Whole Team is excited about our National Day of Service with the Food Bank in Winston Salem. We have vetted the organization, and are very excited about their job of helping hungry families in our area. I am involved in on-going promise to help them sort the donated food, so it can get out quickly to the food pantries that do final distribution.

Previous experience

  • Wells Fargo Advisors, 2013-2015
  • Citigroup, 2007-2009