Life Motto: "Be yourself. Everyone else is taken."
I was born in Manhattan, NY and grew up in Alexandria, VA just a few miles outside of Washington, D.C. I attended the University of South Carolina and graduated in 2016 with a bachelor’s degree in Management and Marketing. After graduating I moved to Charlotte, NC and began my career in the financial services industry. I quickly discovered I had a passion for working face-to-face with my clients to help them solve their problems and plan for their future.
I believe that having a better understanding of your financial situation and future goals is the first step towards achieving a greater sense of financial stability and peace of mind. We are all able to rest easier at night knowing we are well prepared for whatever curveballs life throws at us. I do what I do because it gives me the opportunity to work side-by-side with my clients to help them reach their goals and achieve that piece of mind.
I am very proud to be a part of the New South Wealth Management team because of the customer-centric approach we take to planning. We provide a comprehensive customized experience for you because we know that no two clients’ situation is exactly the same. I strive to make a positive impact on the lives of my clients, and look forward to building and fostering relationships with them and their loved ones for years to come.