I’m an Associate Financial Advisor who believes meaningful financial planning starts with strong relationships, thoughtful listening, and an understanding that life doesn’t always go according to plan.
With more than 20 years of experience in the investment industry—including roles in administration, operations, and financial planning—I partner with individuals and families on advanced planning strategies such as retirement planning, estate planning, income tax mitigation, and philanthropic giving. My background in education has shaped my belief that planning is not a one-time event, but a collaborative, evolving process as goals and priorities change.
Both professionally and personally, I understand that even well‑laid plans can be disrupted by life’s unexpected moments. Having walked through significant loss myself, I have a deep appreciation for the emotional and practical challenges clients may face during times of transition. I take the time to understand what matters most to each client—their relationships, values, and priorities—and work alongside them with empathy, experience, and steady guidance when challenges arise.
I earned my BS in Secondary English Education from Appalachian State University and hold the FINRA Series 7 and 66 registrations, as well as Series 9 and 10 Supervisory registrations. I am also licensed in life insurance and fixed and variable annuities.
Outside of work, I enjoy small‑town living in Ronda, North Carolina, with my dogs, Pippi and Paco, and my rescue kitty, Mr. Bones. I value time with family and friends and enjoy mentoring my teenage cousin, offering guidance and encouragement during an important season of her life. When I can, you’ll find me with a good book or on a hiking or kayaking adventure