Background
With more than 20 years of experience building client relationships within the investment field, I have dedicated my career to helping members achieve their financial goals. I joined Allegacy in 2023 as a member of the Central Support Team. This role allows me to provide a variety of support to all of our advisors and clients. I love connecting with clients, following through on every task I begin, and making it a priority to respond promptly so members always feel supported.
I grew up in Davie County and lived there all my life until marrying my best friend and moving with him to Yadkinville. Outside of work, we enjoy exploring new places to eat, traveling together, and spending quality time with our three dogs—two miniature silky wirehair dachshunds and a Pit mix. I also enjoy gardening and spending time outdoors whenever the weather is nice.
Why Allegacy
I chose Allegacy because the investment program is highly respected in our community and combined with the strong credit union foundation behind it, I knew I wanted to be part of a team whose success is built on trust, service, and meaningful member relationships.
What does client service mean to you?
Client service, to me, means being a reliable and proactive partner for our members. Great client support comes from responsiveness—getting back to members as quickly as possible and following through on every task we start. As a team, it’s essential that we prioritize timely responses and consistently demonstrate that our clients can depend on us.
Contact
336-774-2675