,AAMS™, FPQP®
What sparked your interest in financial planning? What fuels you every day in your work?
Beginning a career in finance was a natural transition for me. I have always loved and excelled at math. I enjoy working with numbers and giving my family and friends advice on what to do with their money and where to invest it. In my previous career, I was a middle school math teacher. I loved working with kids and teaching them about money. After moving to NC, I wanted to try my hand in the financial world. Helping advisors/clients implement their investment strategies is a very rewarding career choice.
When you retire you’re going to…?
When I retire, I want to volunteer in my community, spend my days walking my dog, reading really great novels and perhaps even writing one, and I want to travel and learn about different cultures.
Where did you grow up? Where do you live now?
I grew up in a small rural community in upstate NY. I spent most of my adult life in Texas and now am enjoying exploring/hiking the beautiful mountain communities in NC.
6101 Carnegie Blvd Suite 220 Charlotte, NC 28209
6700 Fairview Rd., Suite 360 Charlotte, NC 28210
704-358-3322
Accredited Asset Management SpecialistTM, Financial Paraplanner Qualified ProfessionalTM
University of Houston
M.Ed., Secondary Education
BBA, Finance
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