Background
As a Virtual Premier Advisor with more than a decade of experience in the financial services industry since 2013, I help clients take a comprehensive and strategic approach to their finances through active relationship management, financial planning, and customized, holistic solutions. My goal each day is to put my clients first, combining technology with personalized service to build trusted relationships and help clients achieve what matters most to them.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal interests
Outside of work, my husband and our three children keep life busy and fun. We enjoy spending time with family and friends, making memories together, and taking advantage of any opportunity to be at the beach.