EmailChief Operations Officer
Direct: (704) 974-3673
I have always felt that my calling was to help people.
My goal is to work with my clients to understand their individual backgrounds and what is most important to them, then provide customized strategies that will make a lasting impact on their personal lives as well as their financial goals.
I'm originally from Charlotte, North Carolina and love spending time in nature. When I'm not working, I enjoy exploring local vineyards and hiking. I've traveled to Africa, Mexico, several Caribbean islands, and all over the United States. I am a life-long learner and I love to read.