I am a 30-year veteran in the financial services industry and understand the importance of putting clients' needs first. My experience - throughout major shifts in the markets – has helped me structure balanced portfolios for my clients that address their specific financial goals.

As a Managing Director-Investment Officer in Wells Fargo Advisors' Charlotte office, I began my career as a financial advisor in 1994 after earning my Bachelor of Arts degree in Business Administration from Belmont Abbey College.

I have a passion for learning and regularly study the financial markets, economic cycles and the implications for investment management as it relates to a client's life stage. I maintain the General Securities Representative Series 7, the Uniform Securities Agent - State Law 63, and the Uniform Investment Advisor Series 65 registrations and also hold insurance licenses in numerous states.

I grew up in New Jersey and made my way down south in 1990 on a college baseball scholarship. I chose to settle in North Carolina and have been a resident of Charlotte for 30 years. My wife, Laura, and I have two daughters, Isabella and Olivia, and our family dogs, Maisy and Maddy. When not in the office, I enjoy spending time on the golf course and vacationing with my family.

I am a Senior Registered Client Associate with Wells Fargo Advisors. I started in this industry in October 1997. Over the years, I have enjoyed working with many clients to help them manage and maintain their accounts and very much enjoy getting to know each other as we go.

Over the course of my career, I have worked for American Express Financial Advisors, Legg Mason and Wells Fargo Advisors. I have worked in New Hampshire, California, Tennessee, and North Carolina. I have been with Wells Fargo Advisors since September 2005 and have worked with Managing Director-Investment Officer Bryan Midura since October 2014. 

I obtained a Bachelor of Science with a major in Family and Consumer Services and a minor in Business Administration from Eastern Illinois University in May 1995.

I am originally from Champaign Illinois. I am the mother of two mostly grown daughters and look forward to the time I get with each of them. I enjoy working in my yard, practicing yoga and going for long walks.  I also enjoy hiking but do not get to do as much as I would like. I also have two older Boxer dogs that I watch TV with.

I have stayed with this business over my multiple moves because I love getting to know people and doing even the smallest things to make their life a little bit easier or making the bigger things as simple as I can for them. I firmly believe, it is the little things in life that can make or break your day and I try my best to make it, not break it.