,CFP®
What do you value most in your client relationships?
The greatest value comes from growing alongside my clients through life’s changes. I value relationships that evolve over time, adapt as goals shift, and are grounded in mutual respect and shared purpose.
How do you feel you help to create impact for clients?
I believe the most meaningful impact comes from truly caring about my clients and their lives. By listening closely and putting their best interests first, I help them make confident decisions that align with what matters most to them
What do you enjoy most about working at Modera?
I value being part of a firm where doing what’s right for the client is the foundation of every decision, and where everyone is aligned around a shared commitment to exceptional client care.
Where did you grow up? Where do you live now?
I was born in Columbia South Carolina but was raised in Fort Mill, SC which is a suburb of the Charlotte area. After graduating from University of South Carolina I moved back to the Charlotte area and have been here ever since.

6101 Carnegie Blvd Suite 220 Charlotte, NC 28209
704-358-3322
6700 Fairview Rd., Suite 360 Charlotte, NC 28210
704-334-0894
CERTIFIED FINANCIAL PLANNER®
BS, Sport and Entertainment Management