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 23 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 help them navigate the uncertainties of life.

I live in Union Hall with my husband of 22 years, Bob. We've raised our two children, George and Abby, in Franklin County. Abby is a junior at FCHS and George is a sophomore 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 joined our team in 2021 as Branch Office Administrator. She focuses on making sure that our client's administrative needs are taken care of and is hyper focused on providing the absolute best client experience possible. 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.

Our goal is to create an atmosphere where our clients feel confident that they have partnered with the right team – the team that has a complete understanding of what is most important to them and the ability and knowledge to help them achieve their financial goals and dreams. We treasure the personal relationships that we have developed over the years with our clients 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
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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