As an Edward Jones financial advisor, what matters most to me is understanding what's important to you. Using an established process, I build personalized financial strategies that are designed to help achieve your unique goals. I take the time to truly listen to each client and construct measurable objectives uniquely tailored to your circumstances. Once the strategies are implemented, I maintain regular contact to inform you of any developments and address any needs or changes in your situation. I regularly collaborate with CPAs and attorneys to help ensure you financial goals stay on track.
I am proud to serve a wide variety of clients whose goals range from growing wealth to saving for higher education expenses to planning and living a successful retirement. I regularly work with multigenerational families to develop unique strategies of wealth transfer. Many of my clients are also small business owners with whom I create strategies for business succession, growing assets, reducing taxes and transferring wealth.
I began my career as a financial advisor after graduating from the University of North Carolina- Chapel Hill. I earned a bachelor's degree in business administration from the Kenan-Flagler School of Business and a degree in communications studies. I also hold General Securities Representatives (Series 7), Uniform Combined State Law Examination (Series 66), and life, health and long-term care insurance licenses, as well as the AAMS® professional designation.
Having grown up in the Triangle area, I enjoy giving back to the community that has given so much to me. I am a member of Chapel Hill Young Professionals as well as a member of the Junior League of Durham and Orange Counties. During my free time, I enjoy hiking, cozying up with a good book and spending time with my two pups, Cooper and Rosie.
Office Address310 Millstone Drive Suite 2
Hillsborough, NC 27278
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
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