Together with my branch team and team of professionals, I work with a select group of retirees, pre-retirees and organizations to help them reach their financial goals. We accomplish this by understanding what is most important to them as it relates to their financial goals and dreams. I have a process that has been fine-tuned over the past 22 years which enables me to help individuals prepare for and navigate the uncertainties of life. One of my greatest pleasures is the opportunity to partner with my clients and their families over their lifetimes and get to know them on a deeply personal level.

I live in Union Hall with my husband of 21 years, Bob. We've raised our two children, George and Abby, in Franklin County. Abby is a sophomore at FCHS and George is a freshman at Appalachian State University in Boone NC. I have been a member of the SML Chamber of Commerce for over 20 years. In my spare time, I enjoy spending time with family and friends and traveling. I also enjoy time spent outdoors, cooking and lake life in general!

Nicky LeBlanc recently joined our team as Branch Office Administrator. She is excited to build lasting relationships with our clients and help provide the very best client experience. She has lived in Franklin County most of her life and is married with two adult daughters. In her spare time, she loves to read and enjoys spending time with friends and family.

We aim to provide our clients with confidence, knowing that we are working diligently to help them achieve their financial goals. We treasure the personal relationships with our clients that we have developed over the years and aim to provide the highest level of personalized service in the area.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Gardening
  • Traveling
  • Yoga

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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