I became a financial advisor because I have a passion for helping individuals become educated investors. My background in teaching math and financial literacy equips me with the ability to help my clients make sense of the seemingly complicated investment world.

My favorite part is developing relationships with my clients and working together to reach their personalized financial goals. Building trust with my clients leads to better outcomes, less stress and a partnership for life. Many of my investors are women professionals, small business owners and couples preparing for retirement. I use an established process to help add value to your significant financial matters.

It's important to me to give back to my community. I serve on the Diversity, Equity, and Inclusion Committee with Stonewall Sports, and volunteer my time with the LGBT Center of Raleigh. When I'm not serving my clients, you'll find me networking, chasing my preschooler or spending time with family and friends.

Focus areas

  • College Savings
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • LGBT Finances
  • New Investors
  • Wealth Strategies

My Personal Interests

  • Football
  • Wine Collecting/Enthusiast
  • Hiking
  • Music
  • Running

Office Information

Office Address

10224 Durant Road Suite 103 Raleigh, NC 27614

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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