Originally from Rhode Island, I grew up wanting to live in North Carolina. I attended East Carolina University and then obtained my master's degree from Virginia Commonwealth University. North Carolina always felt like home, so I moved back to set roots in the triad. Living in Greensboro since 2013, I have served on the board for a few community organizations such as Guilford County Sports Hall of Fame, Greensboro Residents' Association and The Hero Center, to name a few. I enjoy running, hiking, reading and craft beer. 

I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. It is important to me to build strong relationships with my clients which helps me organize, plan, protect and transfer their wealth. Working together with you, we will go through our 5-step process and, along with your CPA and estate planning attorney, we will tailor a strategy designed to guide you on the path to reaching your financial goals and help keep you on track throughout any life changes. I do this by helping you make sense of the investment world in terms you can grasp so you understand the suggested strategy, what to expect from it and how much it's going to cost. 

Together with my branch office administrators, Laura and Dixie, we look forward to getting to know you and your family and helping achieve your financial goals. 

If you could benefit from professional guidance concerning your investments, call me at 336.373.0653 to enjoy exceptional, personalized service for all your financial needs.This show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/5724706/advertisement