Background
I grew up in Mt. Airy, North Carolina and have lived in the Triad area my entire life. I currently reside in High Point with my husband and our dog, June, where we have lived for the past ten years. My career spans more than 35 years in customer service-focused roles, and I joined Allegacy Wealth Management in September 2020 supporting financial advisors Daniel Bernabe and Ralph Miller.
Outside of work, I enjoy yoga, walking, hiking, and paddling, and spending time outdoors with our dog. I also love traveling, gardening, and exploring local restaurants and shops.
Why Allegacy
I chose to join Allegacy because I wanted to return to a credit union environment where I could positively impact members’ financial well-being. I’m able to do that by helping identify members’ needs and connecting them with the right resources to support their financial goals.
What does client service mean to you?
Client service means listening first, understanding the situation, and guiding members to the appropriate solutions. This approach builds trust and long-lasting relationships. I believe a positive, solutions-focused attitude is what elevates client support from good to exceptional.
Contact
336-774-3714