Client Service Associate

Originally from Hilton Head Island, SC, and Lavonia, Georgia, I spent most of my adult life in Western North Carolina raising my three daughters. I have been happy to call Columbia home since 2021.

With over 20 years of experience in the financial industry, I am passionate about building strong client relationships and delivering high-quality, detail-oriented support. I take pride in helping clients navigate important financial decisions and supporting them as they work toward their long-term goals. I am committed to continuous learning to better serve our clients and enhance the overall planning experience.

Outside of the office, I enjoy spending time with my friends and family, especially my daughters and grandchildren, as well as reading, cooking, traveling, and relaxing with my cat, Figaro, and dog, Cooper.