I have worked in financial services for more than 30 years, and I understand the importance of putting clients' needs first. Guiding clients through major shifts in the markets has strengthened my commitment to balanced portfolios designed around each client's specific goals.

I am a Managing Director - Investment Officer in Wells Fargo Advisors' Charlotte office. I began my career as a financial advisor in 1994 after earning a Bachelor of Arts in Business Administration from Belmont Abbey College. I have remained with the same organization through a series of mergers and acquisitions, providing continuity for clients throughout my career.

I have a passion for learning and regularly study financial markets, economic cycles, and the implications of investment management at different life stages. I maintain the General Securities Representative Series 7, Uniform Securities Agent - State Law Series 63, and Uniform Investment Adviser Series 65 registrations, and I also hold insurance licenses in numerous states.

I grew up in New Jersey and came south in 1990 on a college baseball scholarship. Charlotte has been home for more than 30 years. My wife, Laura, and I have two daughters, Isabella and Olivia, as well as our dogs, Maisy and Maddy. Outside the office, I enjoy golf and traveling with my family.

I have worked in financial services since October 1997 and am a Assistant Vice President - Senior Registered Client Associate with Wells Fargo Advisors. I enjoy helping clients manage and maintain their accounts, but what matters most to me is getting to know the people behind them and making their experience easier.

Over the course of my career, I have worked for American Express Financial Advisors, Legg Mason, and Wells Fargo Advisors in New Hampshire, California, Tennessee, and North Carolina. I joined Wells Fargo Advisors in September 2005 and have worked with Bryan Midura since October 2014. My role includes much of the coordination behind the scenes, helping the team stay responsive and keep each client's needs moving forward.

I earned a Bachelor of Science in Family and Consumer Services, with a minor in Business Administration, from Eastern Illinois University in May 1995. I am an Excellence Level recipient of the 2025 Wells Fargo Advisors Platinum Client Associate and 2026 Wells Fargo Advisors Platinum Recognition Program.

I am originally from Champaign, Illinois, and am the mother of two mostly grown daughters. Outside the office, I enjoy working in my yard, practicing yoga, taking long walks, and hiking.

I have stayed in this business through multiple moves because I love getting to know people and finding ways - large or small - to make life simpler for them. I believe the little things can make or break a day, and I always try to make it.