Who do you have in your corner?

How are you saving for retirement – and how do you turn on tax-efficient income? What about your long-term care plan? Are you interested in traveling the world, providing a legacy for your family or providing a gift to your favorite charity?

How about all of the above?

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. I enjoy working with clients who are interested in having a strong, long-term working relationship with me, complete with consistent communication and achieving goals. I'll start with asking about what is most important to you, sharing how I strategize with our clients, and putting together a strategy that is customized to what matters most – you!

I am originally from Lexington, NC (yes, I like BBQ!), a graduate of Appalachian State University, and I have lived in Western North Carolina since 2013. When I'm not at the office, you may find me on the river in my kayak with my fiancé, Kevin, walking with my dog, Murphy, on our many trails or checking out a new restaurant in town.

I am proud to serve as a diversity, equity, and inclusion leader for our firm, as well as supporting our talent acquisition initiatives. I am also passionate about finding the cure to end Alzheimer's through Edward Jones's national partnership and locally through our annual Walk to End Alzheimer's.

I enjoy supporting our community through:
- the United Way of Henderson County (including Women United and the Rising Leaders program)
- the Henderson County Chamber of Commerce
- Serving on the board for the Council on Aging for Henderson County and Youth Villages of North Carolina.

To provide my clients with the undivided attention that they deserve, we are open by appointment only. Please give my office a call to schedule an introductory conversation.

Focus areas

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

My Personal Interests

  • Community Outreach
  • Music
  • Social Responsibility
  • Traveling
  • Animal Rescue

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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