I am passionate about helping my clients improve their financial well-being and empowering them to take control of their financial lives.
I hold a bachelor’s degree in psychology from High Point University and am a CERTIFIED FINANCIAL PLANNER™ practitioner. I believe that a holistic approach to planning helps clients navigate each life stage. I work closely with my clients to develop a deep understanding of what you need and want. Throughout my career, I have advised individuals and families on effective retirement planning, budgeting and risk management. I believe in being more than just an advisor – I want to be a partner in helping you achieve your goals.