In 2010, I joined Edward Jones and in 2015 became a limited partner with the firm. I currently hold the CFP® and AAMS™ certifications.

The clients I serve best prefer a personal, more customized approach to wealth strategies and appreciate guidance that is common-sense, straightforward and easy to understand. No two situations are the same, and my team and I enjoy taking on complexities that require a broad range of experience. Serving my clients' best interest, without exception, is a responsibility I take very seriously.

I have two branch team members, Kathy and Allison, that ensure our client's needs are always met. They partner with me to provide our clients with superior personalized service.

I have served in many roles within the firm that have allowed me to mentor and coach other financial advisors. My achievements include numerous awards, one being the firm's exclusive Ted Jones Spirit of Caring Award in 2013. This award recognizes those financial advisors who exemplify the values, culture and spirit of giving back.

I hold a Master of Business Administration degree from Montreat College in North Carolina, a Bachelor of Arts degree in criminology from Saint Leo College, an Associate of Arts degree from Saint Leo College, and an associate degree in applied science in criminal justice from the Community College of the Air Force.

I was born in Laurel, MD, and raised in Mooresville, NC. I served in the United States Air Force as a security policeman for 12 years. I received many honors, including the Meritorious Service Medal and Air Force Commendation Medal, and was named Security Policeman of the Year.

After serving my country, I entered into the entrepreneurial world of business as a General Nutrition Center (GNC) franchisee, owning and operating stores in North Carolina and Florida. As a franchisee, I received numerous awards including Store of the Year and Franchisee of the Year. In June 2000, I was featured in an article in Entrepreneur Magazine, as well as other periodicals that featured successful women in business.

I am able to successfully navigate complex wealth needs and assist in formulating a plan. I help clients to build and protect wealth though various strategies. We are emotional about our money. I get it. I want to help you take the emotion out and focus on solid strategies that fit you.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Movies & Entertainment
  • Personal Fitness
  • Spending Time with Family
  • Golfing
  • Health & Nutrition

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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