I am a proud Charlotte native and graduate of the Moore School of Business at the University of South Carolina, where I double majored in finance and marketing. After completing Merrill's internship program in St. Louis, I returned to the Queen City where I became one of forty individuals selected nationwide to participate in the Associate Financial Advisor Development Program. In 2019, I joined King Nett Wealth Management as the team's next-gen advisor, supporting the legacy wealth planning across multi-generational families.
I hold both the CERTIFIED FINANCIAL PLANNER® certification and the Certified Plan Fiduciary Advisor® designation. Additionally, as a designated Retirement Benefits Consultant, I am experienced in the institutional retirement business. This niche focus positions me to support business owners in the establishment and ongoing maintenance of employer sponsored retirement benefits.
Outside of work, I am a dedicated member of the Charlotte Tri Delta Alumnae Chapter and active supporter of St. Jude Children's Research Hospital. I'm an avid runner, passionate Taylor Swift fan, and dog lover: Especially to my 6-year-old red lab, Gibbs.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
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.
CDFA®, CIMA®, CPFA®, CRPC™
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.
