My journey into wealth management began at 23, when a boss encouraged me to invest in my 401(k). At first, I wasn’t interested — but once I realized what he was talking about and that I was leaving free money on the table, something clicked and sparked a lifelong curiosity about how financial decisions shape our lives.

While earning my MBA, I learned about “competitive advantage” and realized mine was already clear — a genuine passion for personal finance, and a talent for helping others make sense of their money, even those much older than me. That insight turned interest into purpose.

Today, as a CERTIFIED FINANCIAL PLANNER™ professional with over a decade in the industry, I specialize in holistic wealth management for people navigating major life transitions — retirement, business sales, divorce, or loss. I’m skilled in tax planning, estate planning, wealth accumulation and transfer, and asset management, and bring empathy and clarity to every client relationship.

I’m technical where it counts and personal where it matters — helping clients turn financial complexity into confidence and transitions into opportunity.

I grew up in Asheville and currently reside in Fairview with my husband, Jeff, and their two children, Aurora and Deegan. I value being active in the community and enjoying the natural beauty surrounding Asheville. I am a graduate of Leadership Asheville class 35 and serve on the NC Arboretum Society Board as Board Chair and the NC Arboretum State Board. In my free time, I enjoys trail running, hiking, and mountain biking.