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

  • Insurance
  • Retirement Planning Strategies
  • Women's Financial Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • BFA™ Behavioral Financial Advisor™

Education

  • B.S. Degree in Accounting from North Carolina University at Charlotte
  • B.A. Degree in Finance from North Carolina University at Charlotte

Interests

  • I enjoy traveling and being outdoors.
  • Marathons
  • Skiing, Golf
  • A day well spent, is with my family!
  • Husband Ted, Children Jack (16) and Kate (14)

Community participation

  • ABC Women's Council: Outreach Chair
  • Member of PVPV/Rawlings PTO
  • Classroom volunteer of PVPV/Rawlings
  • Fun Fund Run Classroom Liaison