As a financial advisor with Edward Jones going on my fifth year (seven years total in the finance and insurance industry) – I want to discover my clients' WHAT, WHY and WHO.

WHO are they trying to make a better life for?
WHY are they passionate about that topic?
WHAT are they working towards?

My WHO: I am a fire-strong wife to a Garner firefighter for over five years. We have a 4-year-old daughter who just began pre-school this year – her name is Presley. My husband and I enjoy exercising at our local YMCA, bass fishing and taking the family to the lake for water sports.

My WHY: I focus on creating a financial strategy that prioritizes your life's passions. I partner with our clients for life, through all of the forks in the road. I not only partner with our clients, but also take a holistic approach to their financial health by partnering with their estate planning attorney and CPA/accountant.

My WHAT: I am an avid believer in serving the community where I do business. I co-hosted Garner Local Heroes in 2022 and serve on the board for 2023 since I am passionate about serving our first responders. I also serve on our Clayton Chamber of Commerce. I am the Founder of Triangle Area Networking Group - Johnston County Chapter (aka TANG). I established this in September of 2019. TANG is a seat exclusive referral group that I created because I wanted to have to have an array of resources for my clients that I knew, liked and trusted.

Together I partner with Jeni Schafrath, Branch Office Administrator, who serves as our Client Services Specialist to ensure that all clients receive tailored support as we build a custom financial plan for every client.

Please reach out to our office for a complimentary consultation.