As an Edward Jones financial advisor, I believe it’s important to understand what’s important to you. Our branch team uses an established process to help build personalized strategies to help you achieve your goals. We will partner together throughout your life to help keep you on track.

I grew up in Augusta, GA, and moved to Winston Salem in 1990 to attend Salem College, where I graduated with a bachelor’s degree in business administration. I stayed in the Triad area where my husband and I have raised our family.

Prior to Edward Jones, I worked in the real estate industry for 13 years. In 2009, I joined Edward Jones as a financial advisor because of my passion to help clients achieve their financial goals. I have volunteered on the firm's leadership team since 2011, helping coach our new financial advisors. I have also served as a key leader in our region since 2017, helping to support productivity of all the branch teams in our region. I became a limited partner in 2018.

My senior branch office administrator, Julie Price, has been with me since 2012 and is dedicated to providing you with the highest level of service possible. Julie became a limited partner in 2018. She graduated from UNC and worked in human resource management for 19 years prior to working at Edward Jones. She has held regional leadership positions such as the BOA Climate Team Leader, BOA Service Advocate and the Performance Leader BOA. Don't hesitate to call Julie with administrative questions concerning your account.

Julie and I strive to provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ goals and needs.