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.

Simply, through the use of personalized investment strategies created through an established process, I help my clients achieve what is important to them from starting their savings to creating legacies within their communities and families.

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.

I invite you 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. I invite you to also experience working with a financial advisor who desires a long-term partnership with you. Please consider accepting a complimentary review; 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

Additional Hours

  • Evenings
  • Web Conferencing
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