I love helping people develop their financial big picture to help them realize their goals and dreams. I help people prepare for the unexpected and create a strategy to live the life they want to live. My clients become friends because we develop a strong, trusted relationship.

Have your plans retirement changed lately? Do you know how much money you’ll have available to spend each month in retirement? Are you considering a part-time job? Have you thought about your insurance needs? As an Edward Jones financial advisor, I can help you refine your retirement strategy and take an in-depth look at all your retirement accounts. By looking at the big picture now, we can help you make sure you’ll spend retirement on your terms and with as few surprises as possible.

I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

I am an Asheville native and went to Asheville Country Day and graduated high school from Asheville School. My undergraduate degree is from Rollins College with an international relations major and travel fever. I worked at J.P. Morgan in New York City's Wall Street for 10 years and served as a vice president before moving back home to Asheville. I have my MBA from the University of Phoenix.

Currently, I am staff to two cats and four dogs; all but one are rescues. I am a Rotarian in the Downtown Asheville club. Eradicating Polio from the world is my greatest Rotary passion. I was a foster parent for 13 years and cared for 19 teens.

On my off time, I enjoy walking my dogs, tennis and golf. Kim Fahnley, senior branch office administrator, likes horses and boating. Leslie Gordon, senior branch office administrator, loves music and reading novels and biographies.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • New Investors

My Personal Interests

  • Golfing
  • Tennis
  • Pets
  • Wine Collecting/Enthusiast
  • Walking

Office Information

Office Address

1185 Charlotte Highway Suite I Fairview, NC 28730

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More