Background
I’m a Wealth Advisor with the Legal Specialty Group of Truist Bank, working with a team of experts whose focus is to bring comprehensive and highly customized commercial banking solutions and personal financial solutions to successful attorneys and firms in her market. I advise clients in Richmond, Hampton Roads, and Central and Southwestern Virginia in the areas of commercial banking, risk management, financial services, retirement planning, and investment management.
I advise on the development and implementation of investment strategies to help my clients meet their short- and long-term goals, while following a disciplined process of assessing their financial situation to determine their risk tolerance, forming and executing an appropriate investment strategy, and performing regular portfolio rebalancing and reporting to obtain measurable results. I also consult on risk management, retirement planning, and other critical financial strategies, including retirement plans and succession planning.
Prior to joining the bank, I worked in the professional liability insurance industry for twenty years, focusing on liability insurance and risk management for law firms.
Registered Representative, Truist Investment Services, Inc. Investment Advisor Representative, Truist Advisory Services, Inc.
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Personal Interests
A native of Richmond, VA, I received my J.D. from the University of Richmond, T.C. Williams School of Law in 1989 and subsequently earned the professional designation of licensed attorney. I maintain professional affiliations with the Virginia State Bar, the Virginia Bar Association, and the Virginia Trial Lawyers Association.
When not working with law firms and lawyers, my husband, Tim, and I enjoy VA Tech football, trips to Maine, and time at “the rivah” in Urbanna, VA.
