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

  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Saving for Education
  • Tax Planning Strategies
  • Charitable Giving

Education

  • BSA in Finance from Marshall University in Huntington, WV
  • Graduate of Woodrow Wilson High School in Beckley, WV

Previous experience

  • Vice President of Mortgage Lending - Mars Bank, 5 Years

Community participation

2024 YMCA Swim Team
2024 YMCA Swim Team

Giving back to the community is of utmost important to me. Upon moving home to West Virginia in 2020, I served as the Executive Director of our United Way of Southern West Virginia and navigated unprecedented times through the COVID-19 Pandemic. I am still an active Board Member of our United Way of Southern West Virginia, a Director for our Beckley-Raleigh County Chamber of Commerce, and very actively involved as a member at Cross Point Church.

I also enjoy coaching swim team at the YMCA of Southern West Virginia and helping coach softball at Beckley Little League.

Interests

I am a West Virginia native and grew up in Beckley. I graduated from Woodrow Wilson High School where I played volleyball and softball. I attended Marshall University and graduated Summa Cum Laude with a bachelor’s degree in Finance and minors in Marketing and Economics. I married my high school sweetheart, Doug, who accomplished an eight-season career in the NFL, including two Super Bowls. Following Doug's retirement, we decided to raise our family back home in WV. We have three children – Trip (12), Millie (9), and Tucker (7) who are each heavily involved in sports, church, and school activities. I enjoy exercising and being outdoors.

My photos

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