I help professionals plan, invest, spend and give:
Planning for the future – your short- and long-term financial goals, and for the unexpected!
Investing – more than an appointment, I invest in getting to know you and your family as much as you trust your investments with us – investments that align with what's important to you.
Spending – you've worked hard for your money! From young adults prioritizing what comes next to new retirees stepping out on the next stage of life.
Giving – from helping your newborn save for education to establishing a legacy for your family and organizations that are important to you.

You have so many choices when it comes to working with a financial advisor – I think it is important to work with someone who you know and trust. My clients are interested in having a personal, long-term working relationship with me, complete with consistent communication and achieving goals.

Our process starts with a brief phone call to get to know you and start to understand your needs. Then we'll meet in person (or over the Web!) to start on goal strategy and establish your personal financial statement – a snapshot of your full financial picture. I believe in a multi-touch process. Our client onboarding is detailed and tailored to what you want to focus on – and a few suggestions I may have as well.

I am originally from Lexington, NC (yes, I like BBQ!), am a graduate of Appalachian State University, and I have lived in WNC since 2013. When I'm not at the office, you may find me on the river in my kayak with my husband, Kevin, walking with my dog, Murphy, on our many trails, or checking out a new restaurant in town. We have a cat named Jenny, but we let her stay home! Our last name is Polish and is pronounced Moo-kosh-ay.

I am proud to serve as a diversity, equity and inclusion leader for our firm, as well as supporting our talent acquisition initiatives.

I support our community through:
- the United Way of Henderson County (Women United Executive Committee and the Rising Leaders program)
- Member of the Henderson County Chamber of Commerce
- Board of Directors, Council on Aging

To provide my clients with the undivided attention that they deserve, we are open by appointment only. My Branch Office Administrator, June, and I look forward to meeting you!

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Charitable Giving
  • Insurance & Annuities
  • Business Retirement Plans
  • Intergenerational Planning

My Personal Interests

  • Music
  • Traveling
  • Animal Rescue
  • Fine Dining
  • Movies & Entertainment

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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