While working hard to achieve a goal has always motivated me, I discovered early on that the joy of creating a positive difference by serving others’ goals is the most fulfilling mission of all. I’m grateful I was able to see this firsthand through my parents’ approach to life and career, as well as through my own experiences in work, service and volunteer activities. While this kept me busy, my d
islike of down time prompted me to continue to work and volunteer while earning my degree. Joining the dedicated Edward Jones team has made it possible to serve at an even higher level. Through my role as a financial advisor, I’m able to take time to understand each client’s unique situation and dreams. As plans unfold, the firm’s proven processes, advanced technologies, and deep well of knowledge further supports their journey. I love to help clients and their families gain peace of mind in the present, and to increase their future possibilities by crafting longer-term financial strategies. To continue to offer clients more value, I’ve pursued additional training, earning life, health and long-term care insurance licenses, as well as the AAMS® professional designation, General Securities Representatives (Series 7) and Uniform Combined State Law Examination (Series 66). I strive to balance my career with other interests that are important to me. Outside of the office, I enjoy being involved with Carolina Tiger Rescue, Junior League of Durham and Orange Counties, and initiatives supporting food insecurity, cancer research and care. I love to hike and run — and occasionally, even relax with a good book or my two cats, Buffy and Leia. I invite you to call our office to schedule a time to explore the possibilities for your financial future. My Branch Office Administrator, Vicki and I will give you a warm welcome.
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