Advisor profile

What you can expect when you work with me

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.

Get started

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Christian Financial Strategies

Education

  • Business Degree, Major in Marketing, North Carolina State University, Raleigh, North Carolina

Community participation

I am an active member in the Kernersville Chamber of Commerce, I am also on the Chamber's golf committee where I help plan and volunteer at our fundraising golf tournament. I am passionate about meeting others in the community and actively volunteering.

Interests

In my free time I enjoy staying active outdoors, I have a newfound passion for golf and love exploring local golf courses with family and friends. Along with golf, I enjoy riding horses, spending time on the lake and skiing during the winter. I am also passionate about traveling and love experiencing new cultures and places. During the fall, being an N.C. State graduate I enjoy attending their football games and cheering them on, Go Pack!

My photos

1 albums
close