As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Using a custom process and, working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

I began my Edward Jones career in 2010 as a financial advisor in Winston-Salem NC. Today, Edward Jones serves the community from over 11,000 convenient locations. I have been honored with the Edward Jones' Spirit of Partnership award for year 2011, 2012 and 2013. I was awarded the Eagle award in 2011 and the Ted Jones Prospecting award in 2011. I received the Ted Jones Entrepreneurial Achievement Award for year 2014. Recently, my achievements have been the Edward D. Jones, Sr. Founders Achievement Award in 2018 and 2019.

I attended and graduated from The University of North Carolina at Greensboro in 1993 with a Bachelor of Science degree in financial management. My husband, Mike, and I have three sons. We are dedicated parents and share the hopes and dreams of families with the responsibility of young men to raise. I am an active member of the community, serving as board member of the Delta Fine Arts Center since 2013. I am a member of Delta Sigma Theta Sorority, Inc. I also serve as sustaining member of the Junior League of Winston Salem. I am also a past board member of the Kernersville YMCA and a past board member of the YWCA in Winston-Salem.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.