I joined the team with a background in medical sales and am currently on the path to becoming a wealth advisor. I hold my Series 7 and Series 66 licenses, and I bring a strong client-focused mindset shaped by years of working closely with individuals to understand complex needs and provide thoughtful, personalized solutions. Building trust and long-term relationships has always been at the heart of my work, and that same approach guides me every day in financial services.
My transition into wealth advising comes from a genuine desire to help people from all walks of life feel confident and supported as they work toward their financial goals. I am passionate about making the financial planning process feel clear, approachable, and centered around what matters most to each client.
My husband, Scott, and I live in Charlotte, North Carolina with our two daughters, Sydney and Lainey. Outside of work, we enjoy hiking, traveling, and spending time with family and friends. I also love staying active and creative through playing the violin, basketball, figure skating, and running. Faith is an important part of our lives, and we are grateful to be active members of our church and our community.