As an experienced advisor, I joined Edward Jones to make an impact on individuals’ lives and help to develop my local community. To better serve my clients, I earned the Accredited Asset Management Specialist or AAMS® and Accredited Domestic Partnership Advisor or ADPA® professional designations. Using an established process, I build personalized financial strategies that are designed to achieve m
y clients’ unique goals. I always begin with a conversation to better understand my clients’ goals, needs, and values. To provide a comprehensive service, I often work alongside a team of CPAs, attorneys, and other professionals, always keeping client information confidential. I am honored to serve a diverse group of clients, from individual investors to multigenerational families to business owners in the greater Calabash area to include Sunset Beach, Ocean Isle Beach and Carolina Shores communities. Within the firm, I serve on the regional leadership team. Outside of the office, I serve the community as a member of the American Legion Auxiliary, the Brunswick County Chamber of Commerce and as a Board Member of WARM (Wilmington Area Rebuilding Ministry). In my free time, I enjoy bike riding, gardening, reading, and spending time at the beach with my family. I welcome new investors and those seeking a second opinion. Contact my office today to learn more about how my team and I can help you achieve your financial goals. [email protected]
(910) 575-7970
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