Building on many years of corporate finance experience, I realized that I wanted to help people in my community achieve their personal financial goals. After researching different opportunities, I discovered Edward Jones provided me with the best culture, resources and client centric approach that allowed me to focus on my clients' objectives, dreams, concerns and goals.

I enjoy getting to know people and families to best understand their unique financial needs. Partnering together, we strive to provide long term strategies that can provide confidence at retirement and beyond. Whether it's estate planning, protecting against the unexpected or supporting those they love after they pass on, I offer a tailored individualized approach that is unique to each client's need. No two scenarios are the same, and neither are the approaches to developing the strategies for achieving those goals.

On a personal note, I have lived in North Carolina for most of my life, primarily in the Triad. I received my bachelor's in economics from the University of North Carolina – Chapel Hill. I enjoy spending time with my children in the great outdoors, from the mountains to the beach and anywhere they are! I also appreciate traveling abroad and learning about different people and cultures. "Life is too short to do the things you don’t love doing." I am fortunate to do what I love, both in my career and in my personal life.

I'm inspired by the people I work with and meet. My branch office administrator, Lynn, and I strive each day to provide the most ideal client experience possible. We are so fortunate to be able to serve the Triad community and are eager to help more people. Our goal is to connect with people to provide a highly personalized and goal-oriented service. Relationships are the key to this and the more I listen, the more I learn. I look forward to meeting with you and your family to start establishing that relationship and working toward a lifelong connection.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations

Office Information

Office Hours

Office Hours
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

Branch Team

Email Me

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