The privilege to help you build and manage your entire financial picture is one I take very seriously. I am able to simplify your financial life by helping you consolidate accounts when appropriate and keeping you informed so you understand your financial strategy. With each meeting, I want to hear your story, learn what’s new in your life and find out your definition of financial success. I help you make informed, financially sound decisions so you can live your life with confidence.
We help during life transitions such as changing jobs, an approaching retirement or receiving an inheritance. We work with you and your professional team of accountants and attorneys to develop complex financial strategies. In our office, we also help plan for an unexpected death and discuss the financial aspects of long-term care. This helps protect the financial future of those you care for the most.
I graduated from West Davidson High School, completed my BA degree at Roanoke College and attended Penn State where I met my husband. I began my career with Edward Jones in September of 2005. To better serve my clients, I earned the AAMS® in 2007 and the CFP® designation in 2013.
Outside of the office, I enjoy spending family time with my husband, Keith, and our two children, Caroline and James. We love traveling, board games, Netflix and cuddling on the couch with our three rescue dogs!
I am supported by an excellent team of branch office assistants who strive to deliver the best service possible. Stacey Saleeby joined Edward Jones in 2012, Sarah Slay joined the team in 2018 and Tabitha Schaible has been with us since 2021. Our goal is to partner with you and your family for life and to celebrate milestones and achievements along the way. Making the decision to work with a financial advisor is an important one. We hope you will consider making us a part of your family’s financial decisions.
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
- Animal Rescue
- Community Outreach
Office Address123 N Talbert Blvd
Lexington, NC 27292 opens in a new window