How do you empower your clients to live their Signature Life?

As a Senior Wealth Advisor, I hold myself accountable to recommend strategies with my client's needs and goals in mind. These strategies are supported not only by deep expertise from a team of specialists, but also highly attentive service and coordination of resources. I take the time to get to know each client and gain an understanding of the critical aspects of their financial life. This allows me to assess the interaction of multiple objectives and the far-reaching implication they can have on each other.

 

What can you tell us about your professional journey?

I am a native of Lenoir, NC, and a graduate of Appalachian State University, where I earned a degree in Communications and a minor in Marketing.

Today I offer my clients more than 20 years of comprehensive wealth management experience with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies.