Focusing on serving the best interest of your clients teaches you a lot about what it means to help a family grow and preserve their wealth; about the importance of understanding where you are today and the priorities in life that define where you want to be in the future. Ranging from retirement to leisure to funding your children’s college education, the focus in working with you is to ensure that your personal wealth plan is continually aligned to the goals that matter most to you and your family.
As a client you are provided with the full range of services and benefits associated with the investment insights of Merrill and 24/7 access to the banking convenience of Bank of America. From your mortgage to your investments, life insurance, and day-to-day banking/credit needs, being a client of Merrill provides you with the comfort and confidence of knowing that you and your family are taken care of.
I earned my bachelor’s degree in Industrial Management with a double major in Economics from the Tepper School of Business at Carnegie Mellon University. In addition to a FINRA Series 7 and 66 registration, I also hold a Life, Accident, and Long Term Care insurance license NPN #2054917, mortgage loan license NMLS #1817203, and also the Certified Plan Fiduciary Advisor® (CPFATM) designation. I focus on helping business owners establish and maintain the appropriate fiduciary standards associated with their 401(k) plans and other workplace retirement plans.
I currently live at Lake Wylie in Charlotte with my husband, Steve, and our four children. I have four children who attend the University of North Carolina at Chapel Hill. For leisure I enjoy playing golf and attending events as a member of the Uptown Charlotte Rotary and NAWBO.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
