As an experienced financial advisor, I joined Edward Jones to make an impact on
individuals’ lives and help 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 my 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 south Brunswick area including
Shallotte, Calabash, Carolina Shores and Holden Beach communities. Within Edward Jones, 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) 754-6188
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