With 16 years of experience working in the financial industry, I believe in a holistic approach to financial strategies that begins by understanding and clarifying your expectations and what's most important to you.

In serving you, I'm not alone. My team consists of me and my branch office administrator, Sarah. Partnering together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Our process involves more than just investment guidance. We collaborate with your CPA, attorney and other professionals to address the entire scope of financial concerns including:

Retirement Income Strategies
Asset Preservation
Divorce Finance
Legacy Strategies
Charitable Giving

We take time to educate you on the strategies and investments we use so that you will feel secure when making decisions. Relationships are key and our focus is on you. Our team, paired with advanced technology, will assure you receive the most current and comprehensive guidance.

I hold the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination) registrations. I am licensed in 20 states. I am also licensed with the State of South Carolina Insurance Commissioner.

On a personal note, I am married to my husband, Grant, and we have two daughters, Sophie and Katie. We also have a dog, Nigel, who we adopted from the SC Humane Society. When I'm not working, you can find me volunteering with the Junior League Greenville, SC Ovarian Cancer Foundation, Greenville Foothills Pony Club and the Animal Care Clinic. I also enjoy horseback riding and traveling.