Growing up in a military family, I gained an understanding of the personal sacrifices both of my parents made to provide for our family. This is one of the reasons why I feel so strongly the need to help others. I am passionate about educating my clients on their investments and ensuring they feel ownership of their financial strategy. My focus is to create a space where clients feel heard and understood while receiving some actionable items to their strategy. To help condense the complexities of what I do into a sentence, I help my clients organize, build, protect and eventually transfer their wealth.

My career began with Edward Jones in 2005 after working at Raymond James for a little over two years. I hold General Securities Representatives (Series 7) and Uniform Combined State Law Examination (Series 66) registrations, life insurance and long-term care license as well as AAMS®, Accredited Asset Management Specialist™, designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Outside of work, I enjoy spending time with my husband, Taylor Bussey, a self-employed carpenter, our daughter, Bristol, who is our IVF miracle, and our rescue Pitbulls, Ivy and Rome. During our weekends, we are usually working on a new home project to create our forever home or walking the greenways throughout the Triangle.

I am committed to providing you with exceptional proactive service while prioritizing what is most important to you. Please call or email my office to schedule a time to meet me and let's determine if we are the right fit to help you meet your financial goals!

Focus areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • Wealth Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Animal Rescue
  • Personal Fitness
  • Community Outreach
  • Health & Nutrition
  • Home Improvement

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Request an Appointment

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