As an Edward Jones financial advisor, I'm blessed to partner with individuals, families and business owners to create, preserve and transfer wealth. I love helping people and hearing their life stories. Forging lifelong relationships, I help clients achieve their financial goals, guide them through life transitions and pivot during economic changes. I received my CFP® certification in 2016. With my industry experience, I understand how important it is to have a good financial advisor on your side!

As a third generation Edward Jones financial advisor who grew up in a small town near Roanoke, VA, finances intrigued me at an early age. My grandfather imparted the importance of saving. With my birthday money, I’d have my dad invest it in my favorite company stock – that money later serving as the down payment on my first home! Seeing the positive impact dad had on clients, I followed in his footsteps, attending Villanova to study finance and international business. Moving to Raleigh after graduation, I began a four-year Edward Jones career. Wanting to gain some outside experience, I served as a financial consultant with Fidelity Investments for eight years, helping high net-worth clients save for – and transition into – retirement.

Edward Jones welcomed me back in 2021. I’m blessed to serve amazing clients in Angier, the Triangle and beyond with an excellent team. Kim Lambert, Erin Potter and I can give you the personalized attention you deserve!

My husband, RJ, works for a family commercial real estate business in Fayetteville. Our two small boys are Jack and Charlie, and our yellow lab is named Nilla. We spend time hiking, grilling out with friends and traveling, and are also active members at Our Lady of Lourdes Church.

We look forward to meeting you, discussing your situation and helping you meet your financial and strategic goals. Let us know when it's convenient to meet. We're here for you!

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Music
  • Personal Fitness
  • Hiking

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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