I am a Senior Financial Advisor and Senior Vice President - Investments at Wells Fargo Advisors in North Carolina with over 27 years of experience in the financial services industry. I am also a Chartered Retirement Planning Counselor℠ (CRPC®) and an Accredited Wealth Management Advisor℠ (AWMA®).  

I enjoy working closely with my clients to understand their unique situation, learn about their long- and short-term objectives, and work to provide recommendations designed to align with their goals for the future. I firmly believe in using budgets and written investment plans to help my clients work toward their financial goals.

Having grown up in rural Pennsylvania, I was eager to see what the rest of the world had to offer and left the area after high school to further my education. After earning my MBA, my first job was at ABN-AMRO Bank on the island of Aruba, where I worked and lived for two and a half years. I combine my small-town upbringing and world-class education to be an advocate for my clients.

I earned a Bachelor of Arts in International Relations from Rollins College and a Master of Business Administration from Florida International University.
I reside in Davidson, NC with my husband and son, who attends Liberty University. I am a past Board Member of Lake Norman Community Pregnancy Center and a past member of the Finance Council at St. Therese Catholic Church. I strongly believe in the benefits of education and serve as a PEO (Philanthropic Educational Organization) sister and member of Chapter CC.