Our Qualifications

I have been working with individuals and businesses since 1987 and bring extensive personal and professional experience.

My Business degree from UNC Charlotte and a Chartered Life Underwriter designation from the American College.  I am licensed to sell a variety of investment and insurance products.

I am dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the journey to achieve your goals.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

Having a strong belief that a healthy local business community makes for a better quality of life.  I have been very envolved in the lMcDowell Chamber of Commerce, having served on the Board of Directors and as President.

I also have a strong convection of the value of Hospice, I served on the board and President of the Board of Directors of the McDowell Hospice, now Care Partners Hospice of McDowell.

We’re looking forward to using our expertise to help you pursue your financial goals.