When I was a little girl, my weekly allowance was $5. I knew I wanted to buy something special for my family for the holidays. I meticulously mapped out a "savings strategy" on the back of my trusty notebook, and I knew exactly how many weeks I needed to save to afford the gifts, just in time. I didn't earn any interest with my cash-only envelope method, but the confidence I felt in knowing that I could figure out a strategy for what I wanted stuck with me.

Today, my methods have evolved a bit - I use an established process to understand what's important to you, your family and your business. Then, using the knowledge of Edward Jones with our robust technology, I develop a strategy that is customized to you. From there, I communicate on a basis that is right for you - your financial advisor should be accessible, and your partner along your long-term path.

I can help you refine your retirement income strategy, taking an in-depth look at all your retirement accounts. Also, estate strategies are for those who want to decide for themselves how their assets will be distributed and who will benefit. I can work with your estate-planning attorney or qualified tax advisor to help you develop a comprehensive estate strategy.

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, walking with my dog, Murphy, on our many trails or checking out a new restaurant in town.

I enjoy supporting my community through FABA (Fletcher Area Business Association), the United Way of Henderson County including Women United and the Rising Leaders program, the Henderson County Chamber of Commerce and serving on the board for 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 get started.

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 Address

1507 Haywood Rd Suite B Hendersonville, NC 28791

Office Hours

Office Hours
Weekday Availability
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
Request an Appointment

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