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
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Domestic Partner Planning

Education

  • Appalachian State University, BS Business Administration

Awards & recognition

  • Five Star Wealth Manager, 2013 - 2016

Professional associations

  • Investment Management Consultants Association, (IMCA)

Previous experience

  • Merrill Lynch, PIA Portfolio Manager, August 2001 - July 2011
  • Prudential Securities, VP Financial Advisor, Portfolio Manager, January 1992 - August 2001

Community participation

Second Harvest Food Bank of Charlotte

Interests

Running - I finished my first of seven Marathons in 1996, the Marine Corps Marathon. I'm looking forward to adding to the list.

Golf - I love playing and watching golf, although watching has the advantage at this point.

Raising kids - With four it better be an interest! What a blessing they all are.

My photos

2 albums
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