Background
Born and raised in Forsyth County, I’ve lived in the Lewisville and Clemmons area all my life. I began my career with the Allegacy Wealth Management in 2021, supporting multiple advisors, and in 2022 I joined the team of Tracy Duncan and Sam Critz, where I now serve as a Client Service Assistant.
Outside of work, I love spending time with my two daughters, family, and friends, staying active in my church, and enjoying reading, traveling, painting, and helping others.
Why Allegacy
I chose to work at Allegacy because I wanted to be part of an organization committed to doing the right thing. I began my journey as a teller at the Clemmons Branch and later had the opportunity to join Allegacy Wealth Management, where I’ve continued to grow. Allegacy’s culture is team-oriented, supportive, and grounded in a true work‑-life‑ balance. I value the organization’s dedication to helping others through volunteering and community involvement, and I appreciate being part of a company with such a strong, positive culture.
What does client service mean to you?
Client service means being motivated, compassionate, respectful, and helpful within Allegacy, ensuring a positive and meaningful experience at every client touchpoint. It goes beyond solving small problems; it's about building long-term relationships, making clients feel valued, and consistently going above and beyond‑ to exceed expectations. Strong client service strengthens our reputation and supports long-term‑ retention. Every day, I strive to provide excellence for both our clients and my coworkers.
Contact
336-774-2650