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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
What brings me joy… Is helping my clients find theirs.
What is a “life well lived” look like to you? What is on your bucket list of experiences? Let’s find out!
My passion is guiding business owners and successful individuals through a thoughtfully structured and thorough financial planning process which is built on mutual respect and trust. The goal is to build confidence and provide a realistic path for clients to help them accomplish their goals and objectives. This helps give my clients peace of mind that their financial lives are in order through all stages of life. My clients notice and appreciate my attention to detail, task-oriented nature, thorough follow-up, ability to listen to their concerns, and willingness to collaborate with their outside specialists (CPA/ tax specialist, estate planning attorney, etc...) to help meet their expectations.
After entering into the financial services industry in 1988, I have continued my education and obtained the CFP® (Certified Financial Planner®), CPWA® (Certified Private Wealth Advisor®) & CEPA® (Certified Exit Planning Advisor®) designations. Outside of work, I currently serve as Vice Chairman, on the Board of Trustees at Pfeiffer University, and on the Staff Parish Relations Committee at Williamsons Chapel United Methodist. Previously, I was the Live Auction Coordinator for the Children’s Home of Iredell County and The Hope at the Lake Foundation.
Family is very important to me and I have been married to my husband, Chip, since 1990. I am truly blessed to have him as my husband, friend and father to our two sons, John and Andrew.
Credentials
Senior Vice President–Wealth Management
What brings me joy… Is helping my clients find theirs.
What is a “life well lived” look like to you? What is on your bucket list of experiences? Let’s find out!
My passion is guiding business owners and successful individuals through a thoughtfully structured and thorough financial planning process which is built on mutual respect and trust. The goal is to build confidence and provide a realistic path for clients to help them accomplish their goals and objectives. This helps give my clients peace of mind that their financial lives are in order through all stages of life. My clients notice and appreciate my attention to detail, task-oriented nature, thorough follow-up, ability to listen to their concerns, and willingness to collaborate with their outside specialists (CPA/ tax specialist, estate planning attorney, etc...) to help meet their expectations.
After entering into the financial services industry in 1988, I have continued my education and obtained the CFP® (Certified Financial Planner®), CPWA® (Certified Private Wealth Advisor®) & CEPA® (Certified Exit Planning Advisor®) designations. Outside of work, I currently serve as Vice Chairman, on the Board of Trustees at Pfeiffer University, and on the Staff Parish Relations Committee at Williamsons Chapel United Methodist. Previously, I was the Live Auction Coordinator for the Children’s Home of Iredell County and The Hope at the Lake Foundation.
Family is very important to me and I have been married to my husband, Chip, since 1990. I am truly blessed to have him as my husband, friend and father to our two sons, John and Andrew.
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
