I work primarily with business owners, individuals, families, and widows who have accumulated wealth and are seeking thoughtful guidance to simplify complexity and align their financial decisions with their goals and values. My clients want an advisor who can also coordinate and work in tandem with other professionals, including CPAs, estate planning attorneys and insurance specialists and agents, to help them confidently navigate life transitions and implement the actions needed to support their goals. Their example continues to guide how I serve my clients today. I began my career in banking in 1996 and later moved to the United States to pursue my education. Along the way, I experienced personal loss, career transitions and opportunities to start over, giving me a deep appreciation for the importance of preparation and trusted guidance during life's changes. I am a strong proponent of lifelong learning and continuous professional development. After the birth of my son, I earned my master's degree while balancing family and work responsibilities. In 2024, I completed my doctorate while building my financial advisory practice. In 2025, I earned the CERTIFIED FINANCIAL PLANNER®* certification. Outside the office, I enjoy serving my community alongside my husband, Dennis, a retired Army captain. We have proudly called the mountains of western North Carolina home for more than 10 years. I am also fortunate to work alongside my client support team member, Rachel Trumbull. Together, we are committed to providing a welcoming, personalized experience and helping our clients feel understood, cared for and confident in their financial decisions. Futch, DBA, CFP®
Financial Advisor
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidate and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
