Partner & Senior Advisor
I believe strong client relationships begin with understanding each client’s unique needs, goals, and concerns. My work is focused on helping individuals and families make thoughtful financial decisions through personalized wealth management solutions, clear communication, and a commitment to exceptional service.
I bring extensive experience working with military personnel, retirees, and their families, with a particular focus on military retirement benefits. I understand how complex these decisions can be and am passionate about helping military families navigate their options, understand their benefits, and make informed choices about their financial future.
Before joining King Tide Advisors, I spent more than a decade in trust services with U.S. Trust, Bank of America Private Wealth Management, and Wells Fargo Wealth Management. That experience gave me a strong foundation in trust administration, estate planning coordination, life insurance planning, and interpreting trust and estate documents.
At King Tide Advisors, I help clients bring these important pieces together into a coordinated financial plan. My goal is to help clients feel informed, supported, and confident as they work toward their personal financial objectives and long-term aspirations.
I hold a Bachelor of Business Administration from Campbell University, where I majored in Trust and Wealth Management and minored in Financial Planning.
