My perspective on wealth was shaped by two important influences in my life: my grandfather and my father.

As a middle school student, my grandfather introduced me to the Rule of 72 and the power of compounding — the idea that disciplined investing allows money to grow over time. He often said, “Keep your yearnings in line with your earnings.” That philosophy of balance and planning stayed with me.

My father, a small-town restaurant owner for nearly 30 years, reinforced those lessons through example. From him, I learned the value of hard work, financial discipline, and living within your means. Together, their influence shaped my belief that wealth should be grown thoughtfully and guided responsibly.

Today, I see my role as a steward — helping families preserve and manage what they have worked diligently to build.

Why I Love What I Do
At its core, my work is about relationships. I believe meaningful planning begins with trust and understanding. Clients often share that I have a gift for translating complex financial concepts into language that feels clear and relatable. By removing jargon and using practical analogies, I help clients feel confident in their decisions.

My focus is delivering a planning process that provides steadiness through changing markets and life events. Investment performance matters, but it is always connected to a larger purpose — retirement security, education funding, a second home, or creating a lasting family legacy.

The most rewarding moments come when clients achieve those milestones. The photos and notes I receive from families along the way are reminders that thoughtful planning helps make meaningful life experiences possible.

To me, a successful relationship rests on mutual trust — where every recommendation is grounded in a client’s best interests and open communication keeps the plan aligned with evolving goals.

More About Me
I grew up in Lumberton, North Carolina, and graduated from the North Carolina School of Science and Mathematics. I earned a B.S. in Business Administration with a minor in History from Northeastern University.

I am passionate about education and community involvement and serve on the Presidential Board at Campbell University, and the Board of Directors for Dress for Success of the Triangle.

I live in Clayton with my husband, Wil, and our daughter, Katie. I enjoy traveling, boating at Holden Beach, reading, playing tennis, and finding ways to give back. My drive is rooted not in comparison, but in continual improvement — for my clients, my family, and my community.

 

Insurance licensed in the following states: NC, FL, KY, MA, MD, MN, MO, SD, TX  (Lic. # 40569399)

CA Insurance license # 0F50535. Resident State, NC.

In my role as Private Wealth Senior Registered Client Associate, I work closely with clients on a day-to-day basis, supporting their administrative and trading needs while helping ensure every interaction runs smoothly.

Registered since 1998, I help oversee the team’s administrative, trading, and operational processes, striving to ensure requests are handled accurately and efficiently. I enjoy supporting both our team and the families we serve and am always happy to answer questions or assist wherever needed.

I earned a B.S. in Business Administration from Ambassador University. I live in Cary with my husband, Jim, and we enjoy exercising, cooking, and spending time with our two children, Lauren and Jimmy.

CA Insurance License Number: 4260164. Resident State North Carolina

As a Private Wealth Senior Registered Client Associate, I focus on providing the specialized care and personal attention that define our team’s concierge-style service.

Before entering the financial services industry, I spent many years as an elementary school teacher. After discovering a passion for finance, I became registered as a Client Associate in 2007. Today, I serve as an operational specialist dedicated to delivering a high level of client service while helping ensure daily processes run efficiently. I also serve as a team leader, helping train and mentor other Client Associates.

CA Insurance License Number 0H53026 | Resident State: NC