I have been in the financial services business for almost 30 years. My goal is to help you have the best possible client experience. I am here to assist you with your operational needs, account related inquiries and trading support. Additionally, I offer assistance with wealth planning and strategies to see we are meeting and exceeding your financial goals.
I have 2 children, Christopher and Kayla, with my husband of almost 25 years, Joe. In my free time I enjoy biking, reading and just about anything outdoors.
FINRA exams: Series 7, 63 and 66
NC Accident & Health or Sickness, Life and Variable Life & Variable Annuity Products