I think of myself as my clients' financial GPS.

I help GUIDE clients in looking for long-term, individualized ways to save so that they may have more options when they retire and while they live in retirement.

I provide PROTECTION strategies for the unexpected. No one appreciates a financial challenge, but when one arises, all feel better when they feel more prepared.

I suggest ways to SPEND or SHARE their wealth more wisely, in order to plan for the life and legacy they desire.

I also think of myself as one who serves my community and my family. I enjoy serving through the New Bern Preservation Foundation, the Coastal Women's Forum, my alma mater the University of North Carolina's local outreach club and as a mother of two. At the end of the day for me, it's about making lives feel purposeful and valued.

However, I don't do it alone. My clients and I are supported by a dedicated branch team. Originally from Maryland, Ashley Mayo brings more than a decade of client-driven service. Robert Knisley, a native Carolinian, provides care with a passion for finance. Together, we deliver responsive and timely service to address our clients' needs.

You are invited to experience working with a full-service financial advisor who will take the time to learn and will value what is important to you regarding your finances. Experience working with a financial advisor who follows a thorough process to tailor an investment strategy that is right for you and one who desires a long-term partnership with you. Please consider accepting a complimentary review if you are willing to provide your time, information and destination (financial goals); simply call or email to schedule an appointment today.

Focus areas

  • Retirement Income Strategies
  • Divorce Finances
  • Business Retirement Plans
  • Insurance & Annuities
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Sailing
  • Golfing
  • Personal Fitness
  • Animal Rescue

Office Information

Office Address

246 Craven St New Bern, NC 28560

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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