With over a decade of experience in the financial industry, I work closely with affluent, multi-generational families and businesses. I professionally customize each strategy to fit the quantifiable goals I develop with my clients. I strive to create meaningful, lifelong client relationships. After growing up in Rock Hill, South Carolina, I graduated from the prestigious South Carolina Governor's School for the Arts and Humanities. I then graduated from the University of North Carolina with a major in Finance. I am a legacy leadership member of the Women's Junior League of Augusta, member of the Leadership Augusta Class of 2019 and a graduate of Leadership North Augusta Class of 2017. My husband Ryan and I live in Martinez, GA with our sons, William (age two) and Alexander (four months). We are members of Saint Mary's on the Hill Catholic Church.
Giving back to Augusta and the surrounding communities through volunterism is an integral part of my practice. If you would like to see how my professionalism and dedicated client service could benefit you and your family, contact me at your earliest convenience.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
