I believe everyone can have financial freedom through careful planning and personalized strategies. I became a financial advisor so that I could be a resource to my community and am blessed to have opened my office here in Statesville working with families that I have come to love as my own.

My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether your goals include preparing for retirement, paying for education, reducing taxes, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals.

Planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds and insurance. I can help you develop a strategy for working toward your retirement goals.

Business owners – your financial needs can be complex and specialized. Working closely with you and your CPA, we can help determine the most appropriate financial strategy for you and your business.

On a personal note, I am originally from Swannanoa, NC, where I grew up camping, hiking and enjoying the outdoors. I moved to Statesville in 2017 with my husband. I have a stepson, daughter and two dogs. I love being part of the Statesville and Troutman community. I am an active member of the Troutman Rotary Club and Sharon Elementary PTO, and a co-leader for Cub Scouts. Most weekends, you can catch me at my son's dirt bike race or enjoying the local parks with my family.

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.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Office Information

Office Hours

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

Branch Team

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