Our Profile

Having over 30 years of experience advising clients on investment decisions, I have found that sound financial strategies require planning, discipline, and common sense. I help our clients identify and prioritize their financial goals and I develop an investment plan which aligns their personal values with their financial goals. Collaboratively with our client, we discuss any changes which could affect the plan.

In our leisure time, my husband, Mike, and I enjoy the theater, music of all kinds, long walks on the beach and spending time with our family, especially our darling granddaughters. 

I help clients address their financial concerns by listening and developing sound strategies that focus on each individual's specific goals. Following in the footsteps of my mother and partner, Paisley, I have dedicated my career to delivering the personalized investment planning services clients deserve. Utilizing my unique eight steps process, I work to learn a client’s total financial picture including debt and cash management, insurance, real estate, as well as education and estate planning. I also use these tools to help usher in the next generation of investors and coach them on how to be good stewards of wealth.

Away from the office, my wife Lindsay and I spend time with our two daughters, Avery and Harper. As a family, we enjoy traveling and rooting on our beloved Tar Heels.