A wealth and value advisor with more than 25 years in the financial services industry, I get to experience first-hand the quality-oriented, long-term philosophy and dedication of Edward Jones. As a certified CEPA empowering business owners, I work closely with individuals and closely held businesses to implement growth, build and manage value, protect wealth, and eventually execute an exit stra
tegy for successful retirement. A graduate of UNC-Greensboro with a concentration in quantitative finance, I am active in business and civic affairs such as BHP Chamber of Commerce and the Rotary Club. An avid fitness buff, you will often find me out on the Greenway or rowing on our beautiful Oak Hollow Lake. My husband David (NCAA baseball umpire), and I reside in High Point and have 4 beautiful sons. Whether you are planning for retirement, starting or growing a business, or looking to protect the financial future of the ones you love the most, we will work together to develop specific strategies to help you achieve your goals. "An effective EXIT strategy is a business strategy"
Give me a call or visit our local office any time. Member SIPC.
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