The financial markets are made challenging by ever-changing tax laws, economic conditions and developments on the global stage. Given these complexities, it is essential that I understand what you value most. I build enduring partnerships with my clients by taking a holistic, consultative approach. Using an established process, I partner with you to design personalized financial strategies to help achieve your unique goals. After implementation, I keep in regular contact to discuss developments and changes in your situation.

My team includes branch office administrator, Amber Hayes, and is supported by thousands of people and advanced technology to help ensure my clients receive the most current and comprehensive guidance. In addition, I welcome the opportunity to work with you and your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.

I have been a financial services professional for over a decade, helping families and organizations navigate the complex landscape. Prior to joining Edward Jones, I served as a management consultant for 10 years, partnering with leaders in the small business and non-profit sectors. I am proud to be the first member of my family to graduate from university, later earning an MBA at Thunderbird School of Global Management. My studies led me to Central Europe and the Middle East as I focused on global trade and geopolitical economics.

Raised in Oregon's Willamette Valley, my parents instilled in me the importance of integrity, strong work ethic and positive community impact. Today, I call Chapel Hill home along with my husband, son and two rescue pups. I strive to be a community partner that contributes through a spirit of service, inclusion and social awareness. I am a member of the ACLU of North Carolina and serve on the board of directors for TABLE, whose mission is to provide weekly food aid to hungry children living in Chapel Hill/Carrboro.

Focus areas

  • Wealth Strategies
  • Socially Conscious Investing
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Running
  • Scuba Diving
  • Wine Collecting/Enthusiast

Office Information

Office Address

180 Providence Rd Suite 1c Chapel Hill, NC 27514

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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