I attended Appalachian State University, where I earned a Bachelor of Science in Business Administration with a concentration in Accounting in 2005. Prior to joining Equitable, I worked as a tax accountant at a CPA firm in Concord, North Carolina, from 2005 to 2020. During that time, I had the opportunity to work with clients from diverse backgrounds, ages, and educational levels, which allowed me to see firsthand the importance of having a solid financial plan.
Life’s unexpected events—such as the loss of a loved one, medical emergencies, or caregiving responsibilities—can significantly impact financial stability, reinforcing the need for proactive planning. Motivated by a desire to help clients achieve their retirement goals, I wanted to do more to support their overall financial well-being. I recognized the importance of helping clients not only manage their current situation but also build a secure and prosperous future after years of hard work.
Since joining Equitable in 2021, I have been able to leverage my experience to help clients pursue their financial goals while implementing tax-efficient strategies to enhance overall outcomes. I enjoy working with individuals and small business owners, focusing on personalized strategies with an emphasis on tax efficiency.
I am committed to understanding each client from a holistic perspective before making any recommendations, and building long-term relationships has always been one of my top priorities.