My Purpose "Why"

My purpose is to focus on serving the financial needs of individual investors of all ages and financial means. I have established my business with the goal of treating my clients as I would want to be treated, a simple idea that still makes sense in today’s complex marketplace.

I believe preparing for retirement is like going on an extended journey. While it may seem like a long distance to cover, it starts with a single step. You must determine where you are today, and where you want to be at the end of this journey. Then, working together as a team, we develop a strategy designed to help you achieve your long-term goals.

The Clients I Serve "Who"

Individuals and businesses who are serious about achieving their goals, and prefer a personal, more holistic approach. My focus is on working with people in or near retirement, young professionals and small business owners.

The Way I Partner with My Clients "How"

In order for me to be able to serve my clients to the fullest potential, I need to know and understand what is truly important to them, and what their goals are. I believe that it's important for me to invest my time getting to know and understand each client, before they invest their finances with me. My goal is to establish a process to build personalized strategies that help my clients achieve their long-term goals. Building relationships, and developing rapport, allows for a deeper understanding of each of my clients' needs. Taking time to develop personal bonds with my clients is very important to me, and I believe this is the foundation of providing the highest level of client-focused service.

I value personal relationships, and work with my clients to develop an individualized, solutions-based approach, tailored to their specific goals. I strive to build a reputation for hard work, based on honesty, empathy and respect in my community.

A Few Fun Facts

Originally from West Jefferson, NC, I have been a lifelong Carolinian. My husband and I were married in Boone in 2001, and we now have a daughter (Addy) and a son (Archer). We have 11 backyard chickens, and two mini schnoodles named Martin and Healey. My family is very active in Scouting and enjoys camping, hiking, boating and volunteering in our community. In my free time, I enjoy playing pickleball, playing the banjo and gardening.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • New Investors

My Personal Interests

  • Community Outreach
  • Art & Theater
  • Outdoor Enthusiast
  • Pickleball
  • Triathlons

Office Information

Office Hours

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

Branch Team

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