I've spent nearly two decades in this industry because I genuinely love helping people feel organized and confident about their financial lives. My role centers on making sure our clients experience smooth onboarding and ongoing account management that just works.
I'm passionate about creating an environment where clients know their needs will be handled quickly and efficiently. Whether it's opening new accounts, coordinating contributions and distributions, managing tax documentation, or keeping communication flowing between our team and your other professional advisors, I focus on removing complexity so you can focus on what matters most.
My path to financial services started at East Carolina University, followed by a decade with Delta Air Lines where I worked as a flight attendant and later as a Marketing Representative here in the Raleigh area. That experience taught me how important clear communication and genuine care are when working with people.
Before joining Investment Planning & Management, I spent years with a respected local planning firm where I discovered my talent for simplifying complicated concepts. I found real satisfaction in helping clients gain clarity about their financial picture and where they're headed. When that firm merged with a larger organization, I continued serving clients in a similar capacity with an expanded team.
I'm based in Raleigh, which offers the best of everything. We're perfectly positioned between the mountains and the coast, and this growing city brings great energy and an ideal climate.
I have a big heart for supporting women in finance and creating spaces where everyone feels comfortable asking questions and getting the guidance they need.