Background
I am an LPL Registered Financial Assistant with long-standing roots in Davie County, North Carolina. A graduate of High Point University, I have built my career around strong client service and support, bringing many years of experience working with complex financial accounts and high-level client needs across the financial services industry.
I joined Allegacy Financial in December 2025, bringing extensive client-focused expertise and a passion for building strong, supportive member relationships.
Outside of work, I enjoy playing golf with my son, cheering on the North Carolina Tar Heels, dancing, and taking long power walks outdoors.
Why Allegacy
I chose Allegacy because of its strong family culture and thoughtful onboarding process. I continue to see how deeply the organization supports the community and values both its members and employees.
What does client service mean to you
To me, exceptional client service means being present, understanding each individual’s needs, and consistently following up. This commitment helps strengthen client relationships and ensures their continued trust in Allegacy.
Contact
336-794-7776