picture of a planner

Here to act in your best interests

About me

I work with individuals and families to put together financial plans that can help them successfully reach their financial and retirement goals. In my free time, I enjoy spending time with my family and exploring the outdoors.




Bachelor of Arts, Political Science - North Carolina State University

Visit one of our Locations

Raleigh - Greensboro (Appt Only)

717 Green Valley Road

Suite 200

Greensboro, NC 27408


4700 Falls of Neuse Road

Suite 275

Raleigh, NC 27609


1301 Gervais Street

Suite 405

Columbia, SC 29201

Columbia – Charleston (Appt Only)

170 Meeting Street

Suite 110

Charleston, SC 29401

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

The latest insights from our experts

    Do you need answers to these top tax questions?

    What everyone can learn from women and investing

    Retired and need to raise your tech game?

    What is loud budgeting?