I have been a financial advisor with Edward Jones since 2009. Prior to joining Edward Jones, I worked in the field of architecture and urban planning. I hold a BA from Davidson College and MArch from UNC-Charlotte. To better serve my clients, I obtained the AAMS® designation.

I am proud to serve a diverse clientele, with goals ranging from growing wealth and legacy planning to saving for college expenses and planning for - and living! - a successful retirement. I also enjoy working with business owners to help with tax reduction, asset growth and business succession.

I strive to build relationships with my clients, not just one-dimensional investment portfolios. Using an established process, I build comprehensive and personalized financial strategies designed to help my clients achieve their unique goals. I take the time to get to know my clients on a personal level. Together, we crystallize financial goals, creating direct strategies to help achieve them. Once strategies are implemented, I stay in touch regularly to keep them informed and to address any needs or changes as they arise. To provide a full spectrum of service, I collaborate with clients' CPAs and attorneys. Client confidentiality is always my utmost priority.

I am passionate about making financial wellbeing accessible. I empower my clients to believe in their ability to achieve their financial goals. I love seeing the look of relief, confidence and determination on my clients' faces when they define their goals and outline clear, simple steps to attain them.

Within Edward Jones, my leadership roles have included women’s inclusion leader, field trainer leader and client solutions leader. In my time away from the office, I enjoy being outdoors with my son and husband, hiking, gardening and finding adventures in Charlotte or around the world. I keep a toe in architecture, always working on a project in my house or garden. I'm also a proud rescue mom to two fur kids.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Hiking
  • Gardening
  • Vintage Cars

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:30PM
Tue 08:00AM - 05:30PM
Wed 08:00AM - 05:30PM
Thu 08:00AM - 05:30PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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