Background
I began my career as a middle school math and science teacher and soccer coach. Those years allowed me to build strong relationships within the North Carolina community and taught me the importance of communication, patience, and service. My passion for math and interest in finance eventually led me to transition my career into financial planning. I now hold my Series 7 and 66 licenses through LPL Financial, as well as my life and health insurance license.
In my current role, I work with Tracy Duncan and Sam Critz by providing exceptional service to their clients. I am committed to continuing my mission to educate, guide, and empower others toward financial independence.
In my free time, I enjoy spending time with friends and family, watching sports, playing golf, and mountain biking.
Why Allegacy
I chose Allegacy because of its strong sense of family, commitment to its members, and culture of growth. From the beginning, it was clear that Allegacy prioritizes doing what is right for the member while also investing in the development of its team. The collaborative environment and shared commitment to excellence make it a place where I can continue learning, growing, and contributing in meaningful ways. Being part of an organization that values both people and performance is what makes me proud to be here.
What does client service mean to you?
To me, client service means combining expertise with genuine care. Good service completes the task; great service builds a relationship. It means doing the best you can for each client, maintaining a positive attitude, and ensuring they feel heard, understood, and supported throughout every step of their financial journey. At its core, client service is about trust, being dependable, proactive, and committed to helping others move confidently toward their goals.
Contact
336-774-2892