Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Are you looking for a resource and an advocate for your financial well-being in Western North Carolina? Specifically in the Asheville or Waynesville area?
It is true that financial success can be achieved when you identify your goals, understand the options and strategies available to you, then make investment-related decisions and trade-offs that help you to reach those goals.
It is also true that your goals are unique to you and your life story, that one size or approach to finance does not fit all and you deserve the opportunity to learn what resources are available to you.
I entered the financial services industry in 2008 and witnessed the financial challenges and successes friends and families experienced as the result of the presence or absence of advice from financial professionals.
Through those experiences, I identified the value of people having access to a resourceful team of financial professionals timely in their communication and committed to the financial well-being of their clients.
As your financial advisor, my role is to understand you then partner with you to create your strategy and keep you on track.
Whatever your personal goals may be, I will work with you to understand your life story and develop a customized financial strategy to help you pursue and care for what matters most to you, our shared goal being that of connecting you with your best financial life.
Originally from southwestern Virginia, I am a graduate of the University of North Carolina at Asheville, and hold a Bachelors of Arts degree in Literature. In regard to the financial services industry, I hold Series 7, Series 65 and Series 63 FINRA registrations. I am also licensed by the state of North Carolina for Medicare Supplement Long-Term Care as well as an Insurance Producer for Variable Life, Variable Annuity, Life, Accident & Health or Sickness.
A member of the Asheville community since 1998, my partner, Daniel, and I currently live in Waynesville, North Carolina with our two children and menagerie of dogs and cats. Passionate about education and food security, I volunteer at MANNA FoodBank and other local organizations.
University of North Carolina at Asheville
Western Carolina University
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Wealth Management Lending Officer, NMLS #589225
Wealth Management Banking Specialist
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.