I grew up outside of Raleigh and my parents taught me good money habits throughout my childhood. After graduating from UNC-Wilmington in 2001, I worked several types of jobs and volunteered with the financial ministry at church before pursuing a professional career as a financial advisor. I gained experience working for a large firm here in town, then took my practice independent in 2013 by joining The Wealth Plan Company. After several years of learning and specialization, I created AdvicePoint to meet the increasingly complex needs of retirees. 

My wife, Brooke, and I live here in Wilmington with our two children. 

Favorite exercise: Surfing.

Typical weekend: Playing with the kids.

Sports team: Not a huge sports fan, but I follow the Carolina Panthers in the fall and still get excited about March Madness.

Favorite restaurant: Toss up between Bento Box and Ceviche's.

Favorite thing about being a financial advisor: I absolutely love what I do. To me, there is nothing more fulfilling than guiding my clients through important financial decisions.

Qualification & Awards

• Double major in Business Administration and Communication Studies from UNC-Wilmington (2001)
• Series 66 Investment Advisor and Insurance Licensed (2008)
• Chartered Retirement Planning Counselor^SM (2009)
• Dave Ramsey ELP/SmartVestor Pro (2013-2023)
• CERTIFIED FINANCIAL PLANNER^TM Certification (2014)
• Behavioral Financial Advisor^TM Certification (2018)
• Wealth Management Thrive Award Recipient (2019)*

*The WealthManagement.com Thrive Awards is an annual program designed to celebrate America's fastest-growing advisors. To qualify for the list, applicants must be based in the US, offer financial services to individual clients, and be free of regulatory actions. The WealthManagement.com 2019 Thrive Awards list was compiled by measuring percentage of revenue growth over the previous three years. 

I started my career in the banking industry back in 2004, where I became a Client Service Specialist before going part-time to raise a family. I joined The Wealth Plan Company in 2017 and later helped Matt start AdvicePoint. I've enjoyed getting back into a full-time client service role over the past few years. My favorite part of working here is building relationships with our clients and their families and making a difference in their lives. 

I moved to Wilmington with my family at a young age from Long Island, NY. My husband, Justin, and I live with our two young boys, Harrison and Charlie.   

In my free time you can find me in the kitchen channeling my inner chef or spending time with the kids outdoors.  We love the beach, the pool, and spending time with our family and friends!