Author Profile

As an Edward Jones financial advisor, I value personal relationships based on a deep understanding of your unique financial needs, so I may develop the most appropriate financial strategy to help you achieve your goals.

My team and I work closely with you, your CPA, attorney and other key professionals, using our established process, to determine the most appropriate strategy to address each facet of your financial picture.

I hold a Series 7 and Series 66 securities registrations, a Life/Health Insurance license and a long-term care license. To help serve my clients, I earned the CFP® certification and the AAMS™ and CRPC™ designations. I am a coach and volunteer time to help newer financial advisors build their practice.

I am a native of North Carolina and traveled extensively throughout the U.S. with my husband, Brian, during his 20 years of service in the U.S. Army. We have two adult children and two fur baby rescues: our dog, Cricket and our cat, Charlie. Our lives have been greatly enriched becoming grandparents four years ago to our precious granddaughter, Akiyo.

I am a member at Shoreline Baptist Church and volunteer for many local organizations, including the Southport Evening Rotary Club and Southport-Oak Island Kiwanis. I am currently serving as vice president of the Foundation Board of Brunswick Community College and on the Southport Oak Island Chamber of Commerce board. I support the Alzheimer's Association and participate annually in the Walk to End Alzheimer's, for which Edward Jones is a National Presenting Sponsor.

During my free time, I enjoy spending time with my husband and my sisters who also live on Oak Island. I also enjoy walking, reading and spending time with friends.

My branch office administrator, Liz Bjornstad, and I are committed to providing exceptional client service. She brings wisdom and integrity to our process and a sincere interest in your family’s future.