Background
I grew up in King, North Carolina with strong family roots throughout Surry, Forsyth, and Stokes counties. Being deeply connected to this community gives me a strong appreciation for the families and small businesses that make this region special.
I earned a Bachelor of Business Administration with a specialization in Finance from Liberty University. My education provided a strong technical foundation, but it was my upbringing and community values that shaped my desire to serve others in a meaningful way.
Why Financial Planning
From an early age, I knew I wanted a career centered on helping people. My parents instilled in me the importance of saving for the future, budgeting thoughtfully, and making wise financial decisions. Their example, along with the encouragement of a trusted financial advisor who mentored me, reinforced the impact that sound financial guidance can have on someone’s life. During college, I realized that financial planning offered the perfect opportunity to combine my passion for finance with my desire to teach and empower others. I am driven by helping members understand their options, build confidence in their decisions, and achieve long-term financial success.
Why Allegacy
Allegacy provides a meaningful platform to serve others with integrity and purpose. The organization genuinely prioritizes its members and focuses on supporting their individual goals. From the moment I joined, I saw a culture that goes beyond expectations to do what is right. Although I entered the banking services industry early in my career, what has inspired me to grow here is the passion and dedication I see every day among my teammates. I am grateful to be part of a credit union that values relationships, service, and long-term impact.
Contact
336-794-8464