Senior Vice President–Wealth Management
Financial Advisor
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 on the Board of Trustees at Pfeiffer University and on the Board of Advisors for Launchpad2X. 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.
Senior Vice President–Wealth Management
Financial Advisor
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 on the Board of Trustees at Pfeiffer University and on the Board of Advisors for Launchpad2X. 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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