Growing up, my mom was a saver, and my dad was a spender, which created interesting household discussions. Because of that dynamic, I’m passionate about partnering with my clients to help them put all of the pieces of their financial picture together.
With over 20 years of experience, my desire is to empower my clients to retire with dignity and leave a legacy for future generations. I do this by guiding my clients through a personalized process. We talk about what’s most important to them and develop potential solutions specific to their needs and goals. We serve and partner with our clients throughout their lives and the lives of their families. I value a team approach and work discreetly with CPAs, estate and tax attorneys and trustees to provide successful legacy planning and gifting strategies.
I met my husband of over 30 years in high school band. We’re blessed with two beautiful daughters, two dysfunctional dogs and a cat. We enjoy golf, tennis, hiking, reading and traveling. Some of our favorite trips include hiking the National Parks, traveling to China and snorkeling the Great Barrier Reef. On my bucket list is to finish hiking the Appalachian Trail.
My branch team of Cheri Thompson and Laura Spivey has a combined experience of over 40 years. They strive to provide our clients with the highest level of service possible.
Cheri and her husband are transplants from the Midwest and enjoy living in the Lake Norman area. Their daughter is a physician’s assistant near Charlotte. Laura and her husband are Huntersville natives who enjoy traveling, exploring Charlotte and watching football.
My branch deeply believes in giving back to the community. We regularly support Angels of ‘97 and the Alzheimer Association.
If you want to have a conversation about your investments, contact us today.
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Community Outreach
Phone NumberMissy Carlson at (704) 948-5549
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