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.

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14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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

Education

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

Awards & recognition

  • Edgeworth Capital Group, Forbes Best-in-State Wealth Management Teams, 2023-2025

Previous experience

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

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.

Interests

Actively involved in time with my four Grandchildren, from 8 - 15 years old. I am now a Baseball, Volleyball, and Soccer Grandparent.

Really enjoying the Fellowship at Cornerstone Baptist in Greensboro NC and a bible study small group and Have joined the Greeter team.