Our Qualifications

As a native Charlottean, I earned my B.A. degree in Psychology from UNCC and my Master of Science degree from Abilene Christian University.  As a CERTIFIED FINANCIAL PLANNER™,  I have had extensive experience assisting business owners, professionals, and families with financial planning, consulting, and the use of various financial products. The personalized program that I can provide offers a working roadmap towards obtaining a more secure financial future.  My goal is to provide my clients clear and easily understood explanations of financial products and services.