Client Relationship Manager

My career in banking and financial planning has centered on building lasting relationships and providing attentive, personal service. As a relationship manager with more than a decade of experience in the wealth management industry, I work closely with clients and our advisory team to understand clients’ priorities and support them as they pursue their goals. As part of our team, I’m committed to helping individuals, families, and business owners feel informed and supported as they navigate increasingly complex financial decisions.

I’ve proudly called Columbia home for more than four decades. I earned my degree in mathematics from the University of South Carolina and completed the South Carolina Bankers School during my banking career.

Giving back to the community has always been an important part of my life. I’ve served on the Township Auditorium Board of Trustees and the boards of the Township Auditorium Foundation and Columbia Parks and Recreation Foundation.. I served on the USC College of Arts and Sciences Alumni Council and I’m a member of the Junior League of Columbia.

Outside of work, faith and family are at the heart of my life. I enjoy staying active, working out with my husband and daughter, being a dog mom, and as a proud University of South Carolina alumna, I always enjoy cheering on the Gamecocks!