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

  • Investments
  • Investment Management
  • Retirement Planning Strategies

Education

  • University of North Carolina School of Law, Juris Doctor with Honors
  • Appalachian State University, BS Summa Cum Laude, Political Science and Criminal Justice

Interests

I thrive on balancing quality time with friends and family while staying active through runs and other pursuits. Committed to both personal and professional growth, I’m always striving to reach the next level in my journey.