I am a Lead Advisor at Compass Financial Group with over a decade of experience in the financial services industry. I began my career at Fidelity Investments and joined Compass in 2020. I have been a CERTIFIED FINANCIAL PLANNER™ professional since 2018 and am deeply committed to thoughtful, client-first financial planning.
I work with individuals and families to help them feel confident about their financial decisions. Finances can feel overwhelming, especially when everything sounds complicated or unclear. My goal is to simplify the process, explain things in plain language, and create financial plans that reflect what truly matters to each client.
A significant focus of my work is tax planning. I help clients think through taxes both while they are working and throughout retirement, including how and when to use different accounts, how to structure retirement income, and how to make smart decisions that can reduce taxes over time. I believe tax planning works best when it is intentional and ongoing, not something addressed only once a year.
As a fiduciary, I take my responsibility to clients seriously and place their best interests at the center of every recommendation. Over the years, I have seen how poor or misaligned advice can create unnecessary stress and long-term consequences. My role is to help clients make informed decisions that support their long-term financial goals and confidence.
In 2024, I was honored to be named an LPL Financial Rising Star, a recognition awarded to just 20 advisors across the firm for strong growth and leadership.
I am a North Carolina native and live in Raleigh with my husband, Adam, our son, Harris, and our golden retriever, Boomer. Outside of work, I enjoy spending time at the coast with family and friends, staying active through racquet sports, and cheering on Wolfpack athletics.